Weekly Updates

The State of Inflation

It was a really awkward political display. On Tuesday this week, the Biden administration threw what they called an “Inflation Reduction Party” to celebrate the passage of their most recent spending bill legislative victory — the Inflation Reduction Act.  I ran through the bill briefly here. Everyone was there. James Taylor even kicked the event …

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When Monetary and Fiscal Policies Collide

California is nuts… On Aug. 25, the California Air Resources Board voted to ban the sale of gas-powered cars entirely by 2035… And it appears to be contagious… New York, Massachusetts, Vermont, Maine, Pennsylvania, Connecticut, Rhode Island, Washington, Oregon, New Jersey, Maryland, Delaware, Colorado, Minnesota, Nevada, Virginia, and New Mexico have all chosen to opt …

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Battle of the Beltway: The No-Holds-Barred Clash for the Heavyweight Championship of the Economy

Ladieeeeeeeees and gentlemen… Welcome to the no-holds-barred, smackdown cage match for the undisputed heavyweight championship of the US economy.  In the blue corner, please welcome the challenger…  He hails from Washington DC by way of Georgetown law school. Weighing in at 98 pounds soaking wet, he sports a reach across the entire US banking system. …

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Sizing Up Inflation: Four (Obvious) Reasons the Celebration Is Premature

Let the celebrations begin… Who woulda thought that one economic report could flip the entire economic landscape on its head. But it happened. This week CPI headline inflation was reported at 8.5% year-over-year — down from last month’s 9.1% print and below analysts estimates — and suddenly this… The Nasdaq Composite index — an index …

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