Tag: Business Cycle

Another Taper Caper in a Ravenous World – Part 3

FOMC is likely to punt a dovish fractional increase in the Fed funds rate at the March meeting due to high #inflation and save face.

Fed Stalked by a Coronavirus Black Swan as China Burns

Fed Stalked by a Coronavirus Black Swan as China Burns - In borrowing a quote from Bill Blain's Morning Porridge installment today, " I think the music just stopped."

The Bond Bull vs. Momo Bear Honey

The Bond Bull vs. Momo Bear Honey - we are late in the business cycle where economic growth and inflation tend to decelerate.