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Inflation: Macro Datapoints and Company Commentary for Week Ending 9/25
Below are both macro datapoints and "micro" commentary from publicly traded companies on inflation over the last week. As long as...

CitizenAnalyst
Sep 26, 2022


The Runway Not Taken: Why Did Powell Change His Mind in August?
Someday down the road, whenever Jay Powell has decided to retire from his role as Chairman of the Fed, I hope someone asks him about the...

CitizenAnalyst
Sep 25, 2022


14 Questions For The Fed's September Meeting Tomorrow (And Probably Every Meeting After That Too)
1) You’ve said that the clock is ticking on the window you have to get inflation back down to 2%. In most of your meetings this...

CitizenAnalyst
Sep 20, 2022


Breaking Down This Week's Inflation Data - Part 2
In Part 2 of this post, we'll look at August's PPI, August's Import / Export price indices, and then inflation indications from the New...

CitizenAnalyst
Sep 15, 2022


Breaking Down This Week's Inflation Data - Part 1
A slew of inflation data came out over the last several days, highlighted by the August CPI data on Tuesday. Other notable releases...

CitizenAnalyst
Sep 15, 2022


The Fed's Overreliance on the Labor Market is Increasing the Odds of a Policy Mistake
Beginning with the July Fed Meeting, Fed officials admitted the economy was slowing. This was likely the major driver behind Chair...

CitizenAnalyst
Sep 10, 2022


Are Credit Markets Actually Telling Us Recession is Less Likely Despite a More Hawkish Fed?
Markets are in a bizarre place right now. On the one hand, the economic data over the last month or so has generally held in and in some...

CitizenAnalyst
Sep 7, 2022


Thanks to the Financial Press, the Odds of a Fed Policy Mistake have Gone Up Dramatically
During his press conference following the Fed's meeting on July 26-27, Chair Powell stated that "as the stance of monetary policy...

CitizenAnalyst
Sep 6, 2022
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