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"Rate Cuts, Come What May!"
Neither Strong Job Market Nor High Inflation Will Deter Fed
Mar 23
•
Komal Sri-Kumar
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"Rate Cuts, Come What May!"
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Inflation: Trap of Fed's Own Making
Basing Policy on "Causa Falsa" Will Do It!
Mar 16
•
Komal Sri-Kumar
7
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Inflation: Trap of Fed's Own Making
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Do Markets Need Powell's Cheerleading?
Latest Promise: "Not Far" From Rate Cuts!
Mar 9
•
Komal Sri-Kumar
4
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Do Markets Need Powell's Cheerleading?
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Rate Cuts: Fed Talks With Many Voices
Powell"s Cheerleading in December Remains A Problem
Mar 2
•
Komal Sri-Kumar
5
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Rate Cuts: Fed Talks With Many Voices
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Rate Cuts? Yes, But Not For Why You Think!
Expect More Powell Pivots in Coming Months
Feb 24
•
Komal Sri-Kumar
5
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Rate Cuts? Yes, But Not For Why You Think!
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Inflation: Two Strikes in Week
Last Mile Is Indeed Hardest!
Feb 17
•
Komal Sri-Kumar
5
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Inflation: Two Strikes in Week
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CRE Tsunami? It's Coming!
Even Yellen Acknowledges "Stresses"
Feb 10
•
Komal Sri-Kumar
6
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CRE Tsunami? It's Coming!
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Why Powell Pivoted -- Again!
Ballet Dancers Would Be Envious
Feb 3
•
Komal Sri-Kumar
5
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Why Powell Pivoted -- Again!
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