Tag: economy

45 posts
Leave a comment No, the Fed alone will not kill the US economy Leave a comment

No, the Fed alone will not kill the US economy

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There is a lot of market discussion about an upcoming recession caused by the Federal Reserve tightening monetary policy as they attempt to combat the scourge of a dual supply chain and commodity-driven inflation spike.

Leave a comment US Drought & Global Instability Grow Leave a comment

US Drought & Global Instability Grow

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As #ukraine burns, the US is experiencing its own heat as the drought in key #wheat growing areas of the country expands. While oil and natural gas get the majority of the news cycle, food production

Leave a comment Labor Shortage: why and what business can do Leave a comment

Labor Shortage: why and what business can do

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Friday’s jobs data showed strong demand for workers as 678k new jobs were created and the unemployment rate fell to 3.8%, just above the pre-pandemic low of 3.5%. While this is certainly good news, the

Leave a comment Russia/Ukraine: the Biggest 0/1 Volatile Moment of Your Life Leave a comment
Leave a comment Russia Invades: 10 Potential Outcomes, 3 Bad, 7 Good Leave a comment

Russia Invades: 10 Potential Outcomes, 3 Bad, 7 Good

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The markets reacted strongly to the Russian invasion of the Ukraine on Thursday, with the S&P 500 dropping 94pts at its low.  After President Biden assured action would be taken to mitigate the negative impact

Leave a comment Inflation: higher for longer Leave a comment

Inflation: higher for longer

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Ahead of the FOMC minutes, the markets have shrugged off the inflation news this week as the reduction in the Russia/Ukraine tensions have calmed fears. The shift from tech-above-all-else to revenge-of-the-non-nerds (reopening) has lifted parts

Leave a comment The Fed’s Inflation Trolley Problem Leave a comment

The Fed’s Inflation Trolley Problem

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One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this one. You are a driver of a trolley. The trolley brakes

Leave a comment How to Screw Up the Economy: Fed Minutes Leave a comment

How to Screw Up the Economy: Fed Minutes

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Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance sheet reduction to damage economy in 2023? Key FOMC minutes stat: “Balance sheet”

Leave a comment Prepare for the Future: top events for 2022! Leave a comment

Prepare for the Future: top events for 2022!

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This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of vaccination roll outs, major natural disasters around the globe, heightened climate

Leave a comment 22 for 2022: Top Challenges to Ruin Your Sleep Leave a comment

22 for 2022: Top Challenges to Ruin Your Sleep

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Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is complete and neither is this one. Yet, it’ll provide you a framework to