Market Insights

Making the economy, markets, and personal finance less complicated

  • EconomicsMonetary Policy

    Dissecting the Inflation Data

    May 14, 2021

    The markets were roiled this week by a hot inflation reading. The Consumer Price Index, or CPI, rose 0.8% in April compared to March, and the index was up 4.2%…

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  • Fiscal PolicyMonetary Policy

    The Fed Is Keeping the Punch Bowl Full

    Mar 19, 2021

    I appeared on CNBC’s Power Lunch this Friday with Ron Insana, and Ron’s comments got me thinking. (As Ron tends to do – Ron’s insights are almost always useful…

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