
GPS for investors and other Interested parties
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
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The Transformation of the US Growth Machine
The Transformation of the US Growth Machine
Talk about a conundrum… talk about confusion… talk about mixed signals? Then talk about the US economy. Some of the strengths and most contradictory data have reached the market in the last two weeks. At the same time, the new Fed chair has...
FOMC meeting—Check
Policy statement—Check
Press conference—Check
Minutes- Check
House and Senate testimonies… on tap this week
This week Kevin Warsh will continue to move through the progression of his responsibilities as Fed chair, to...
Is the Fed celebrating Independence Day?
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There’s no telling what the Fed celebrates or why. Under Jerome Powell a certain antipathy developed between him and Donald Trump, and because of that, it was perceived that Fed indep...
Is inflation targeting dead?
Is Fed credibility revivable?
‘Sam and Dave’ monetary policy—Several recent events caused me to raise these questions about the Fed. One of them is a recent speech by John Williams given on June 25th where he...
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The writers behind this newsletter.
Economist PhD Fed 1977-83 Fed watcher Irving Trust. Chief Economist at Nikko Securities, International. Widely quoted TV, radio news services globally Over 45 countries visited. A political independent, but rarely indifferent.
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