‘The FED took advantage of declining money velocity to unleash a deluge of printed currency. But as velocity picks up again, long-term inflation is an inevitable outcome.’

Financial conditions in the US have eased around 150 bps since October 2022 according to Goldman's FCI index. That easing in financial conditions translates into a positive growth bump around that mangitude, so – if recession risk was ever truly …

READ MORE

Hurricane Ian To Unleash Up To $70 Billion In Losses, Insurance Market Devastation And Even Bigger Spike In Inflation- Ian is arriving in the wake of six insolvencies among insurers that write homeowner policies in the state

Just three weeks ago we observed how the 2022 Hurricane season had neared its halfway point without any hurricanes making landfall on the coast of the United States. All that is about to change and with a bang: As the powerful Hurricane …

READ MORE

Unleash the FED Rate Hike FUD

by Chris Black BOOM goes the Bullard *BULLARD FAVORS FIRST HALF-POINT U.S. RATE INCREASE SINCE 2000*BULLARD: SHOULD BE OPEN TO CONSIDERING INTER-MEETING INCREASE*FED'S BULLARD FAVORS 100 BPS INTEREST-RATE INCREASES BY JULY 1 Huge @business exclusive interview. — Brian Chappatta (@BChappatta) February 10, 2022 …

READ MORE