Are Rate Hikes on the Way?
Jun 8, 2026
More Slow Home Price Growth Ahead
Jun 2, 2026
Not So Bad
May 26, 2026
Making the Fed Great Again
May 18, 2026
The Bull Case is Largely Based on Hope
May 11, 2026
Chairman in Name Only
May 4, 2026
GDP: Mediocre Top-Line, Weaker Details
Apr 27, 2026
Modest Government Spending Shrinkage
Apr 20, 2026
Rate Cuts on Backburner
Apr 13, 2026
Election Year Forecast: A Divided Congress
Apr 6, 2026
Stocks See Troubles Brewing
Mar 30, 2026
It's a Topsy Turvy World
Mar 23, 2026
War, Oil, and Recession
Mar 16, 2026
Tepid Growth, But Growth
Mar 9, 2026
The Great Reset
Mar 2, 2026
Higher Tariffs Not Dead
Feb 24, 2026
Good GDP, Not So Good Jobs
Feb 18, 2026
A Tale of Two Migrations
Feb 9, 2026
Will Kevin Warsh Fix the Fed?
Feb 3, 2026
No Rate Cut Wednesday
Jan 27, 2026
The Fed Chose Politics
Jan 21, 2026
Peering Through the Data Fog
Jan 13, 2026
2026 Forecast: Still Wary
January 5, 2026
Is Productivity Picking Up?
December 29, 2025
Greedy Innkeeper or Generous Capitalist?
December 22, 2025
No More Flying Blind!
December 15, 2025
The Future of the Fed
December 8, 2025
Inflation Does Not Fix Anything, Especially Debt
December 1, 2025
No Home Price 'Collapse'
November 24, 2025
Demand-Side Trickle-Down
November 18, 2025
A Very Political Week
November 10, 2025
Capitalism vs Socialism
November 3, 2025
A Shutdown Government Delivers One CPI Report
October 27, 2025
Flying Blind
October 20, 2025
Underneath the Noise, Budget Deficit Progress!
October 13, 2025
History Rhymes - Don't Forget It
October 6, 2025
The Shutdown Showdown
September 29, 2025
Monetary Musings
September 22, 2025
So, Maybe That Drop In M2 Really Did Matter
September 15, 2025
Immigration, Tariffs, and AI, Oh My!
September 8, 2025
Do Valuations Matter?
September 2, 2025
Fed Still Evading Key Issues
August 25, 2025
Departures From Free-Markets Aren't New
August 18, 2025
As the Fed Turns
August 11, 2025
Everything is Political...Be Careful
August 4, 2025
Q2 Rebound is No Big Deal
July 28, 2025
Fed Independence is a Myth
July 21, 2025
BBB: Mostly More of the Same
July 14, 2025
Not So Hot
July 7, 2025
America's 3.5-Second Miracle
June 30, 2025
Mirror-Image Quarters and Iran
June 23, 2025
Dueling Economies
June 16, 2025
Thoughts on Inflation
June 11, 2025
GDP Up, Inflation Down
June 2, 2025
Debt Downgrade Drama and the Budget
May 28, 2025
Does Anyone Care that Keynesianism Doesn't Work?
May 19, 2025
Is The Dollar Really Dying?
May 12, 2025
No Recession Yet, But Risks Remain
May 6, 2025
Don't Watch 'Cash on the Sidelines'
April 28, 2025
Near Zero Q1, Uncertainty Ahead
April 22, 2025
Time to Cut Rates
April 14, 2025
Tariffs, the Economy, and Stocks
April 7, 2025
Inflation, the Fed, and the Markets
March 31, 2025
Symptoms or Causes
March 24, 2025
A Recession Wouldn't Help the Budget
March 17, 2025
It's Not All About Tariffs
March 10, 2025
Recession Alert?
March 3, 2025
Inflation and DOGE
February 25, 2025
The Constitution at Work
February 19, 2025
Data Games
February 10, 2025
Inflation, Tariffs, and the Fed
February 3, 2025
Growth Continued in Q4
January 27, 2025
The 60-40 Model and The Elephant in the Room
January 21, 2025
The Housing Outlook: 2025
January 13, 2025
2025: A Year of Promise and Paybacks
January 6, 2025
Jimmy Carter, RIP
December 30, 2024
Greedy Innkeeper or Generous Capitalist?
December 23, 2024
We Need Peter Doocy at a Fed Presser
December 16, 2024
Irresponsible and Addictive Deficits
December 9, 2024
Inflation Distractions
December 2, 2024
Budget Rule Shenanigans
November 25, 2024
Don't Forget the Lags
November 18, 2024
The Fed's Challenge
November 11, 2024
Finally, Election Eve
November 4, 2024
Markets are Smarter than Governments
October 28, 2024
GDP Growth Still Solid
October 22, 2024
Have We Reached Peak Keynesianism?
October 14, 2024
The Politics of Limits
October 7, 2024
Profits and Stocks
September 30, 2024
The Budget Blowout
September 23, 2024
It's Money, Not Spending, that Causes Inflation
September 16, 2024
Slower Faster
September 10, 2024
Celebrating Workers
September 3, 2024
Rate Cuts on the Way
August 26, 2024
Price Controls Redux?
August 19, 2024
The Week Ahead
August 12, 2024
The Lags are Over for Tighter Money
August 5, 2024
Want Affordable Housing? Build Homes, Cut Government
July 29, 2024
Moderate Growth in Q2
July 22, 2024
M2 Slowdown Finally Gaining Traction
July 15, 2024
How Strong is the Labor Market?
July 8, 2024
America's 3.5-Second Miracle
July 1, 2024
Lessons Not Learned
June 24, 2024
Replacing Taxes with Tariffs
June 17, 2024
Spotlighting Inequality
June 10, 2024
Waiting on the Fed
June 4, 2024
Housing Update
May 29, 2024
Are Abundant Reserves Paying for the CFPB?
May 20, 2024
Would Trump Reignite Inflation?
May 13, 2024
The Fed Faithful
May 6, 2024
The Worst Malinvestment
Apr 29, 2024
Continued Growth in Q1
Apr 22, 2024
Elections Matter
Apr 15, 2024
Is the Fed Tight, or Not?
Apr 8, 2024
The Fed Audit
Apr 1, 2024
Welcome to State-Run Capitalism
Mar 25, 2024
Focused on the Fed
Mar 18, 2024
Is the Job Market Really That Strong?
Mar 11, 2024
Is a Debt Spiral Already Here?
Mar 4, 2024
Watching the Fed
Feb 26, 2024
January Stagflation
Feb 20, 2024
CBO's Rosy Scenario
Feb 12, 2024
Labor Market Not Adding Up
Feb 5, 2024
A Stock Market Conundrum
Jan 29, 2024
Slower Growth in Q4, But No Recession
Jan 22, 2024
Budgets And Governing
Jan 16, 2024
Low Quality Growth
Jan 8, 2024
The Housing Outlook: 2024
Jan 2, 2024
A Mild Recession and S&P 4,500
Dec 26, 2023
Greedy Innkeeper or Generous Capitalist?
Dec 18, 2023
What Should the Fed Do? How About Nothing?
Dec 11, 2023
Disinflation, Not Deflation
Dec 4, 2023
Argentina: Is the Pendulum Swinging, Again?
Nov 27, 2023
Consumer Spending Set for Slower Growth
Nov 20, 2023
The Election Outlook is a Tax Outlook
Nov 13, 2023
Government Is Too Darn Big
Nov 6, 2023
It's the Same Bear Market
Oct 30, 2023
Growth Surge in Q3 Masks Weak Trend
Oct 23, 2023
Big Government Weighing on Growth
Oct 16, 2023
Crisis Management Government Leads to No Good
Oct 9, 2023
Tax Policy Outlook
Oct 2, 2023
Don't Fall for the Q3 Head-Fake
Sep 25, 2023
Higher Rates & A Shutdown On The Menu
Sep 18, 2023
Our Stagflationary Future
Sep 11, 2023
Fiscal Madness
Sep 5, 2023
Stocks Look Pricey
Aug 28, 2023
Where is the Economy?
Aug 21, 2023
An Age of Fiscal Limits
Aug 14, 2023
Here's Something to 'Fitch' About
Aug 7, 2023
Not All Recession Theories Make Sense
Aug 1, 2023
Still Growing
Jul 24, 2023
Has the Inflation Threat Passed?
Jul 17, 2023
Still Overvalued
Jul 10, 2023
The Red, White, and Blue Swan
Jul 3, 2023
Burns or Volcker?
Jun 26, 2023
Is the Recession Threat Dead?
Jun 20, 2023
It's Still About the Money
Jun 12, 2023
Jobs With Little Growth Means Less Productivity
Jun 5, 2023
Discount the Happy Talk
May 30, 2023
Agents of Change?
May 22, 2023
Battle of the Budget
May 15, 2023
Bank Problems Aren't Over, But It's Not 2008
May 8, 2023
All Eyes on the Fed
May 1, 2023
Closer to a Turning Point
Apr 24, 2023
January Surge Kept Q1 Positive
Apr 17, 2023
How to Lose Reserve Currency Status
Apr 10, 2023
Still Bearish
Apr 3, 2023
The Fed Waffles
Mar 27, 2023
Heading Toward a National Bank?
Mar 20, 2023
Ignore the Crazy
Mar 13, 2023
What Happened to the Recession?
Mar 6, 2023
Hard Landing, Soft Landing or No Landing
Feb 27, 2023
Monetary Mayhem Clouds Crystal Ball
Feb 21, 2023
January Data Get Hot
Feb 13, 2023
The Game Isn't Over
Feb 6, 2023
Debt Limit Drama
Jan 30, 2023
Rearview Mirror OK, Collision Ahead
Jan 23, 2023
Soft Landing?
Jan 18, 2023
Not Goldilocks
Jan 9, 2023
The Housing Outlook for 2023
Jan 3, 2023
Still Unprecedented
Dec 19, 2022
S&P 3,900 – Dow 33,000
Dec 12, 2022
A Plow Horse With Shin Splints
Dec 5, 2022
This Rally Shouldn't Last
Nov 28, 2022
The Aftermath Economy
Nov 22, 2022
Democrats Overperform
Nov 14, 2022
Beware a 'Gridlock Rally'
Nov 7, 2022
Drop in Budget Deficit is a 'Sugar High'
Oct 31, 2022
The Last Hurrah?
Oct 24, 2022
Reports: Solid Growth, Persistent Inflation
Oct 10, 2022
No Recession, Yet
Oct 3, 2022
More Trouble Ahead
Sep 26, 2022
Will Higher Interest Rates Tame Inflation?
Sep 19, 2022
The Fed: What to Expect and What to Watch
Sep 14, 2022
Biden's Student Loan Fiasco
Aug 29, 2022
Distorted
Aug 22, 2022
Silly Season
Aug 15, 2022
Tax Hikes: Bad, But Bearable
Aug 8, 2022
Monetary Muddle
Aug 1, 2022
Still No Recession
Jul 25, 2022
Refocusing the Fed
Jul 18, 2022
Mortgage Reset Alarmism Is Off the Mark
Jul 11, 2022
How About More Freedom?
Jul 5, 2022
We're Not Already in a Recession
Jun 28, 2022
Respect the Bear
Jun 21, 2022
50 or More?
Jun 13, 2022
No Hurricane, Yet
Jun 6, 2022
The Outlook for November
May 31, 2022
Unprecedented
May 23, 2022
Recession Unlikely in 2022
May 16, 2022
Reducing Our Stock Market Forecasts
May 9, 2022
Whipping Inflation
May 2, 2022
Focus on the Money, Not Rates
April 25, 2022
Slower Growth in Q1
April 18, 2022
Housing: Heartburn, Not a Heart Attack
April 11, 2022
We're All Keynesians Now
April 4, 2022
Inflation Games
Mar 28, 2022
What the Fed 'Should' Do
Mar 21, 2022
It's the Money
Mar 14, 2022
Thoughts on Ukraine
Feb 28, 2022
Sticking to Our Targets, For Now
Feb 22, 2022
Russia and Rate Hikes
Feb 14, 2022
Not All That
Feb 7, 2022
Rate Hikes Finally on the Way
Jan 31, 2022
The 2021 Finish: Fast Growth, High Inflation
Jan 24, 2022
Who Gets the Blame for Inflation
Jan 18, 2022
Job Market Making Progress
Jan 10, 2022
Welcome to 2022: The Winds of Change
Jan 3, 2022
2022: Moderate GDP, Persistent Inflation
Dec 20, 2021
S&P 5,250 - Dow 40,000
Dec 13, 2021
Volatility and Fear
Dec 6, 2021
Riding the Covid Rollercoaster
Nov 29, 2021
Thankful, But Watchful
Nov 22, 2021
Inflation Returns
Nov 15, 2021
Tuesday Results and the 2022 Economic Outlook
Nov 8, 2021
Eyes on the Fed
Nov 1, 2021
Slower Growth in Q3
Oct 25, 2021
Respect Millennials
Oct 18, 2021
Focus on Data, Not Spin
Oct 11, 2021
The Cost of Lockdowns
Oct 4, 2021
Less Government, More Employment
Sep 27, 2021
Resist Inflation Complacency
Sep 20, 2021
Stocks Versus the Economy
Sep 13, 2021
Can the US 'Fully Recover?'
Sep 6, 2021
5,000
Aug 30, 2021
Fed Being Tempted Into SIN
Aug 23, 2021
Capitalism vs. Socialism
Aug 16, 2021
Projecting Government
Aug 9, 2021
The Seeds of Stagflation
Aug 3, 2021
Inflation, Shutdowns, Spending
Jul 29, 2021
Strong Growth in Q2
Jul 19, 2021
4,500... Or Higher
Jul 12, 2021
'Twin Deficits' Won't Tank the Dollar
Jul 6, 2021
Who Will Be the Next Fed Chief?
Jun 28, 2021
Taper Tantrum Two?
Jun 14, 2021
There's Nothing Normal About This Recovery
Jun 7, 2021
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