Given the range of pressing issues in the news these days, there doesn't seem to be enough bandwidth for much else. Geopolitical tensions from China to Ukraine, ongoing pandemic, and a range of economic issues,...

In the last post we talked about the difficult task facing the Fed with interest rates. If interest rates are raised to cool off excess demand and at the same time the short-term drivers of...

In the last post, we discussed the issue of the 4-decade high inflation and what is causing it. In previous posts, I had reviewed the data from the last few decades and how there has...

In the last few months, we have extensively discussed the issue of inflation. My focus has been on examining the drivers of inflation, why it picked up after years of dormancy, whether it's transient (whatever...

US posted higher economic growth than China last year for the first time in decades. This was due to a strong government response to the pandemic and the underlying dynamic nature of the US economy...