Why Interest Rates Could Remain Elevated [VIDEO]
The most direct economic link between the 1970s and today is inflation. Although the numbers differ, a similar pattern has emerged.
The most direct economic link between the 1970s and today is inflation. Although the numbers differ, a similar pattern has emerged.
The last decade of low interest rates made it difficult for investors to generate income. In today's environment, bonds are once again a meaningful income source.
The cost of shelter plays a significant role in the level of inflation. Shelter costs are about 33% of CPI and 15% of PCE which leaves the Fed in a tough spot.
The current economic backdrop looks and feels a lot like a first time driver in a golf cart. The recent whirlwind of conflicting data has many scratching their heads.
The volume of loaded container imports can act as a predictor of economic activity. Shipping containers are closely connected to overall economic growth.
"When the Fed raises rates, something breaks." That “something” was Silicon Valley Bank. The silver lining is the end of this rate tightening cycle may be near.