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Recent Commentaries

From the vault – June 3, 2024

As promised, I will always start out the new month with a blast from the past. This piece below from 2019 might be my favorite on the relative importance of monetary vs fiscal policy. Enjoy!!! $1.9 trillion of crowding out, pork, and redistribution - January 20, 2019...

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Well-Positioned and Patient – May 24, 2024

Earlier this week, I attended the annual Atlanta Fed Financial Markets Conference, something I have been doing regularly for over a decade. This year, there were four reserve bank presidents and two board members in attendance, along with plenty of current and past...

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