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23Jun

Don’t look now but inflation is peaking

Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher, credit spreads wider. For.. Read More →
21Jun

Demand destruction underway

As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based on data released.. Read More →
15Jun

What does “demand destruction” look like? Softer retail sales data

The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of economic demand. In.. Read More →
14Jun

It’s the end of speculation as we know it

Elevated inflation and a Fed that is way too far behind the curve is where we find ourselves today. The Fed most likely will.. Read More →
Don’t look now but inflation is peaking

Don’t look now but inflation is peaking

Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher, credit spreads wider. For the past.. Read More →
Demand destruction underway

Demand destruction underway

As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based on data released this morning,.. Read More →
What does “demand destruction” look like?  Softer retail sales data

What does “demand destruction” look like? Softer retail sales data

The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of economic demand. In 2020 and.. Read More →