June 17, 2021

Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates ...

The Manchin Fed

June 4, 2021

The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter ...

Inflation Politics

May 20, 2021

Let’s get to what’s driving the markets, causing stocks to sink, crypto to crater and interest rates to rise: uncertainty over inflation. But it’s ...

The Biggest Driver of Uncertainty

May 13, 2021

The Fed has made it clear they will tolerate 3%+ inflation for a period of time to make up for the low rates of ...

Breaking Trust with the Fed on Inflation

May 7, 2021

Today, the US BLS releases its monthly employment data. The expectations were for 950k NFP with some predicting as high as 1.4m new jobs ...

Did We Just Hit Peak Growth?

April 29, 2021

Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his ...

Biden and Fed: here’s what we learned for the economy

April 22, 2021

Star Trek shows us the future! As an economic futurist, I get to go down a lot of research rabbit holes. Sometimes I discover ...

Technology FAMG want and eveyone else needs

April 15, 2021

Why is JPM Jaime Dimon talking about it? Despite the new COVID surge, there is tremendous economic optimism running through the United States right ...

Prepare for Revenge Spending

April 8, 2021

Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change ...

Infrastructure Plan: passing and impact

April 1, 2021

Is it big?  Yes.  Is it bold?  Yes.  And we can get it done. President Joe Biden on the American Jobs Plan  Fact Check: ...

Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan

March 17, 2021

Key Takeaway: It is a logical political path, prepare for it now Where we’ve been After the passage of the $1.9 trillion stimulus bill, ...

Filibuster or Bust

March 5, 2021

A Hint of Better Times Ahead What’s astonishing about this data is how strong job creation was during a February cold snap that forced ...

What the Job Numbers Mean for Economy, Bonds, BTC and Stocks