Market Insights

Making the economy, markets, and personal finance less complicated

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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Monetary Policy
“King Dollar” Is Losing Its Luster
Dec 18, 2020
Following several years of relative strength, the US dollar has weakened rather precipitously since the early stages of the coronavirus outbreak. While many ec…
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Monetary Policy
Average Inflation Targeting
Sep 2, 2020
The Fed is making a change. The central bank announced last week that it will shift to "average inflation targeting" instead of using a hard inflation target o…
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Monetary Policy
Which Is the Boogeyman, Inflation or Deflation?
Jun 11, 2020
The moderate inflation we were experiencing prior to the COVID-19 outbreak has fallen off a cliff. Yesterday we received word that the Consumer Price Index (C…
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