Recent Commentaries

Fade Jimmy “Flip-Flop” B

Folks getting excited about Jim Bullard’s comments from late last week should take a little walk down memory lane with me. Jim has been all over the map with his policy views over the last decade. And if there is one consistency, it appears to be that he just loves to...

read more

A move towards optimism, not hawkishness

Now that the dust has settled, let’s look at a few takeaways from the FOMC meeting. First of all, let me just say that my interview on CNBC, here, just after Jay’s press conference ended, represents a concise summary of my views on the outcome of the meeting. The...

read more

Is being funemployed really a thing??

The all-time high for total non-farm payroll employment came in February 2020 at 153.52m. Over the course of the next two months, predominately in April 2020, the US economy shed 22.36m of those jobs. Back during that dark period, consensus predictions for future...

read more
error: Content is protected !!