Market Insights

Making the economy, markets, and personal finance less complicated

  • Economics

    Making Sense of It All

    Jun 25, 2021

    There is a peculiar recent trend you may have noticed. Over the past month or so, the dollar has increased by about 2.3% against a basket of foreign currencies…

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  • Economics

    The Narrative Changes

    Jun 15, 2021

    We’ve seen quite a sea change in the markets over the past few weeks. Rather abruptly, investors now appear to be discounting the threat of runaway inflation a…

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  • Economics

    Productivity Is Key!

    Jun 10, 2021

    Economists will tell you that there are only two ways to grow an economy: increase the number of people working (or more accurately, the aggregate number of ho…

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  • 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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  • EconomicsStock Market

    Following the Money

    May 7, 2021

    Ever wonder who owns all the stocks? Well, if you believe Fed data, it’s the well-to-do. In its Distributional Financial Accounts, the Fed provides quarterly e…

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  • Economics

    Why So Pessimistic?

    Apr 9, 2021

    Last Friday we learned that the economy added 916,000 jobs in the month of March – the most since August of last year. We also learned that unemployment fell t…

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  • Economics

    More on Inflation

    Apr 1, 2021

    We hear all kinds of opinions on the inflation outlook. Some economists believe factors like globalization, technological advancements, and demographics will k…

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  • Economics

    Does the Fed Have Ulterior Motives?

    Mar 25, 2021

    The Fed has two Congressional mandates that are supposed to guide its monetary policy: 1) maximum employment, and 2) price stability. With regard to the employ…

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  • Economics

    Does the Debt Matter?

    Feb 18, 2021

    The non-partisan Congressional Budget Office (CBO) released its updated federal budget projections last week, and the figures were not far off from the CBO's p…

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