Competition for workers has been fierce but it now seems to be cooling down. Perhaps the Fed can afford to be more patient.

The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?

At the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...

The Fed now has an explicit dual mandate (low inflation and full employment). What if we assumed that de facto it has always had a dual...

In this tightening cycle the Fed was late to start and has been playing catch up ever since. Now the market fear is that they will overdo...