The Fed has made it clear they will tolerate 3%+ inflation for a period of time to make up for the low rates of ...
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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 ...
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 ...
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 ...
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 ...
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 ...
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: ...
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, ...
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 ...
February 25, 2021
Hint: it’s rising interest rates Let’s get to the elephant in the room for most investors: volatility. To begin, let’s talk about where we’ve ...
February 18, 2021
Key Takeaway: There is no returning to a pre-pandemic economic “normal,” but we’re dealing with it We have seen the best our technology can ...
February 10, 2021
Why Elon Musk is Like a Greek God Let’s state this right at the start: the goal of the Biden administration, Congress and the ...
