Research

No. Greedy Corporations Aren’t Causing Inflation

Greedy corporations are not causing inflation. Such is despite the claims of many of those on the political left that failed to understand the very basics of economic supply and demand.

Geopolitical Risk Could Sideline The Fed

“Geopolitical Risk” could well be a reason for the Fed to slow-roll tightening monetary policy in March. With Russia invading Ukraine, such would not be the first time that the Fed used “geopolitical risk” to remain cautious on changes to monetary policy.

Geopolitical Risk Could Sideline The Fed

“Geopolitical Risk” could well be a reason for the Fed to slow-roll tightening monetary policy in March. With Russia invading Ukraine, such would not be the first time that the Fed used “geopolitical risk” to remain cautious on changes to monetary policy.

Earnings Estimates Will Disappoint As Fed Tightens Policy

Earnings estimates are more deviated from long-term growth trends than at any point in history. As a result, analysts and Wall Street are overly optimistic as the Fed tightens monetary policy against a potentially disinflationary environment.

Earnings Estimates Will Disappoint As Fed Tightens Policy

Earnings estimates are more deviated from long-term growth trends than at any point in history. As a result, analysts and Wall Street are overly optimistic as the Fed tightens monetary policy against a potentially disinflationary environment.

Chart of the Week: Yield Curve: Yields Have Increased Across the Curve Since 12/31/2021

Yield Curve: Yields Have Increased Across the Curve Since 12/31/2021

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