Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
Trump's latest hectoring of Jerome "too late" Powell after ADP Employment Report OMG, Jerome Powell appears to have aged markedly in 2025. You can click the image to read all…
Tariffs and the global trade war could flip the macro inflationary (stagflationary) sooner than expected "It's complicated." An answer that may be given by people when asked about their relationship,…
The latest edition of Trump on Powell hectoring: "He's always late", his "termination can't come fast enough" In Q4, 2018 during Trump 1, the president made a habit of hectoring…
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…
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…
Jerome Powell was trotted out to the media and said exactly what anyone paying attention to market signals knew he'd say. The Fed is still in inflation fighting mode in…
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[edit] I may have misspoken in the post below. If my hazy memory serves I think I remember something about Powell not being a formally trained economist. But it does…
We noted yesterday that it is Fed Hype Week. A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has…
One of the most disturbing scenes in the series Breaking Bad was when Todd shoots and kills a boy on a dirt bike after he witnessed Heisenberg, Jesse and Todd…