As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
Mohamed Aly El-Erian has it right; the Fed is a play-by-play caller A play-by-play caller with multiple orifices always at the ready to eat a microphone and influence the mindset…
A little discussion about this thing we call "inflation" after the January CPI report A vast majority of people see inflation as rising prices, wages and 'pushed' costs within the…
January CPI ticks up .3%, market reacting predictably in full submission to the great and powerful Fed of Oz Click image, get the news, hot off the presses! We have…
The seasonal party continues but, danger is ahead The strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being…
If rapid M2 percentage growth forecast an inflation problem back in 2020, why would it not be forecasting deflationary pressure now? As far back April, 2020 NFTRH was forecasting a…
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
The USD breakdown is being tested with a bounce, as expected Kind of an important juncture during kind of an important week, wouldn't you say? The still-hawking, backward looking, tardy*…
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
With inflation fading, FOMC preps its "decision" on the Fed Funds Rate With inflation fading as yesteryear's news, Goldilocks continues to hold sway. It's been a year now that this…
CME Group shows this to be the last Fed rate hike of this cycle Of course, all you have to do is look at the indicators beneath the surface to…
Steve Saville checks in with a perfect post on money supply and the Fed Coincidentally, I used this chart of M2 to show the drastic percent change from a year…
Jerome Powell speech on interest rates indicates renewed hawkishness; but is the Fed behind the curve again, as they were in taking up the inflation fighting mantle? It will be…
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…