Three Reasons Inflation Could Be Near A Peak
Inflation continues to soar, dominating conversation and stretching consumer wallets, but we do see some potentially good signs. Here are three reasons inflation could be near a peak.
Which economic components could help release inflation pressures?
Inflation in March was mostly driven by categories already reverting in April. Still, the cool down period could be painfully slow. Here are the categories that will likely lead the way.
Will Rising Mortgage Rates Squash the Housing Market?
The historic spike in mortgage rates instigated chatter across the country that the housing market is a bubble that will soon pop. However, we don’t believe headwinds from higher rates will fully negate the tailwinds of low inventory, pandemic reshuffling, and positive demographics.
April 1st employment report was no joke: the labor market is tightening
The U.S. economy added 431,000 jobs in March and February job estimates were revised higher, pushing the 3 month average gain to 562,000. Unemployment ticked down to 3.6 percent, indicating a tightening labor market.
Gas Drives Headline Inflation To 40-Year High: Are We Near The Peak Yet?
The latest CPI numbers came in around consensus but showed a big 6.6% month-over-month spike in gasoline prices. The longer the Russia-Ukraine war and related commodity crunch continues the more likely headline inflation in March will be over 8% before coming down.
Economically and Financially, Russia Doesn’t Matter As Much As You Might Think
It’s a tough time to talk economics and markets, but we’ll continue to do our best to help investors make the best possible decisions during these difficult and uncertain times.
Fed News and Views—FOMC Meeting Minutes Released
The Federal Reserve released the meeting minutes from its January FOMC meeting and noted inflation pressures were still too high.
Federal Reserve Meeting Recap
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday and the outcome was broadly in line with the Fed’s recent hawkish shift. Read more…
Federal Reserve Meeting Recap: Powell Pivot Confirmed
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday and there were some notable shifts to monetary policy, although these shifts were largely expected by markets.
Transitory, or Non-Transitory, That is the Question
When does transitory inflation become non-transitory? That is the question that Federal Reserve Chair Jerome Powell is likely to be under increasing pressure to answer after the most recent inflation data surged past economists’ expectations.