The Spotlight
Editorials
Has the Disinflation Process Stalled? – William J. Luther
The latest inflation data is not what Federal Reserve officials were hoping for. The Personal Consumption Expenditures Price Index (PCEPI), which is the Fed’s...
As Interest Rates Rise, the Era of “Deficits Don’t Matter” Is Over – Ryan McMaken
Back in 2002, then-Vice President Dick Cheney claimed "Reagan proved deficits don't matter" and went on to push for tax cuts combined with more...
Popular Article
Turkey’s presidential runoff: 4 essential reads on what’s at stake – Matt Williams
Turkey’s presidential runoff: 4 essential reads on what’s at stake
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Markets
Is It Time To Chase The Stock Market After NVDA CEO Talks AI For 20% Stock Surge?
Last weekend I did a weekend update with the title "The Theme For The Stock Market Rally Is Now AI And It Is Pure...
The Theme For The Stock Market Rally Is Now AI And It Is Pure Hype
This stock market rally began back in November. In reality, the rally started with a shift of money into Europe, commodities, and mining...