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Jobs Data From Alternative Sources May Drive Fed’s Next Move

With the federal government shutdown delaying critical economic reports, the official jobs data remains incomplete. Last week, the Bureau of Labor Statistics (BLS) released...

Asia Markets Step Back Into the Fed’s Gravity Well

Asian markets walked into Tuesday’s session with a very familiar tailwind: the gravitational pull of a Federal Reserve pivot that—after weeks of second-guessing—is starting...

S&P 500: Holding Breath Ahead of Nvidia and the Fed’s Final Data Test

The tape has that hollow, echo-chamber feel you only get before a major regime test—where every tick feels like a market trying to inhale...

Inside the Fed’s Split: Inflation and Jobs Divide on Rate Cuts

The tightrope walk of the Federal Reserve is now complicated by a deep split among its policymakers between inflation hawks and labor-market doves. That...

Is the Fed’s ’Money Creation’ Misunderstood?

I recently penned an article on “Money Supply Growth,” which elicited a very thoughtful response from Garrett Baldwin via Substack. He argued that labeling...
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