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The Inflation Games

Commentary: Week of March 28, 2022 Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up 7.9% from a year ago and will likely peak in the 8.5 – 9.0% range sometime in the next...

Special Client Report: Dominoes are Falling

Special Client Report: March 24, 2022 – Dominoes are Falling You undoubtedly have heard reports that the world’s supply of wheat and corn are in jeopardy due to Ukraine and Russia both missing this season’s planting window for obvious reasons (click the link in...

What the Fed “Should” Do

Commentary: Week of March 21, 2022 Normally when we write about public policy – monetary policy, taxes, spending, trade, and regulations – we mainly focus on what we think policymakers will do and the likely effects on the economy or the financial markets. For...

It’s the Money

Commentary: Week of March 14, 2022 With every passing month, politicians and economists try to blame inflation on anything but excess money growth. As inflation gets worse, just like the 1970s, the list of excuses for inflation grows longer. At the start of the year,...

Will China Sell US Debt?

Commentary: Week of March 07, 2022 Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era. The Russian stock and bond markets have collapsed, along with Russia’s currency, the ruble. Many investors fear that...