"National Securities’ Art Hogan explains why he’s brushing off inflation jitters."

"National Securities’ Art Hogan explains why he’s brushing off inflation jitters."

"Consumer spending may boom once the crisis fades but that could power up prices, interest rates and a severe bear market"

"Consumer spending may boom once the crisis fades but that could power up prices, interest rates and a severe bear market"

"If the Federal Reserve’s low interest rates lead to trouble, the reason might be climbing asset prices rather than consumer prices."

"If the Federal Reserve’s low interest rates lead to trouble, the reason might be climbing asset prices rather than consumer prices."

"A recent rise in interest rates hints that a recovery is on the way, but it could also mean harder choices ahead on spending."

"A recent rise in interest rates hints that a recovery is on the way, but it could also mean harder choices ahead on spending."

Speculative manias are in the air, as evidenced by the recent price surges for bitcoin, a digital asset with a fundamental value of zero, and GameStop, a declining retailer. Those asset bubbles have a clear cause: the massive expansion of _...Read More_

Speculative manias are in the air, as evidenced by the recent price surges for bitcoin, a digital asset with a fundamental value of zero, and GameStop, a declining retailer. Those asset bubbles have a clear cause: the massive expansion of _...Read More_

"The closely watched gauges are too volatile to be a reliable guide"

"The closely watched gauges are too volatile to be a reliable guide"

"Fed policy has crossed the fiscal-monetary Rubicon. Our central bank is conducting fiscal policy masquerading as monetary policy. As long as the Fed keeps paying interest on reserves, its balance sheet can (and has) become immense without _...Read More_

"Fed policy has crossed the fiscal-monetary Rubicon. Our central bank is conducting fiscal policy masquerading as monetary policy. As long as the Fed keeps paying interest on reserves, its balance sheet can (and has) become immense without _...Read More_

Fed policy has crossed the fiscal-monetary Rubicon. Our central bank is conducting fiscal policy masquerading as monetary policy.

Fed policy has crossed the fiscal-monetary Rubicon. Our central bank is conducting fiscal policy masquerading as monetary policy.

The fear of inflation has become a greater threat to the American economy than inflation itself. can't imagine a prediction that is more likely to be relentlessly dunked on 10 years from now.

The fear of inflation has become a greater threat to the American economy than inflation itself. can't imagine a prediction that is more likely to be relentlessly dunked on 10 years from now.

"Economic forecasting models have long been notoriously inaccurate in predicting inflation, and COVID-19 has further complicated the challenge. Those who heed current consensus forecasts of persistently low price growth could be in for a _...Read More_

"Economic forecasting models have long been notoriously inaccurate in predicting inflation, and COVID-19 has further complicated the challenge. Those who heed current consensus forecasts of persistently low price growth could be in for a _...Read More_

"Muted inflation data open a bigger window for significant additional fiscal stimulus but risk amplifying policy, financial stability and political risks."

"Muted inflation data open a bigger window for significant additional fiscal stimulus but risk amplifying policy, financial stability and political risks."

"This recovery will be very different than the last one."

"This recovery will be very different than the last one."

"He have watched how civil wars and revolutions take place. There need to be changes, really structural changes."

"He have watched how civil wars and revolutions take place. There need to be changes, really structural changes."

"They all agree pandemic aid is warranted, but the question is how big and how quickly."

"They all agree pandemic aid is warranted, but the question is how big and how quickly."

"An economy based on asset inflation is not a stable one"

"An economy based on asset inflation is not a stable one"