Sample Work
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March 23, 2024 - Why Fed Easing May Come Sooner Than Markets Think
A deliberately dovish Powell suggests debt-servicing costs, bank solvency concerns and economic cracks outweigh renewed and still-elevated inflation.
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October 8, 2023 - A Conversation With Michael Ashton, the “Inflation Guy”
From money velocity to trade and fiscal deficits, Ashton lays out why inflation will remain elevated.
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August 20, 2023 - An Overlooked Inflation Indicator Is Going the Wrong Way
Import prices jumped in July, a sign that goods-price deflation may be stalling or reversing.
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July 26, 2023 - Data Versus Reality: How a Soft Landing Could be a Mirage
If the yield curve is wrong this time, it may be for the wrong reason.
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May 19, 2023 - His Warnings On Inflation and QE Were Early and Right. What Worries Robert Kaplan Now?
The banking crisis is only starting, fighting inflation will take years, and fiscal policy is undermining the Fed: former Dallas Fed President Kaplan lays out the risks for investors.
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March 21, 2023 - Quantitative Easing Debate Misses the Point
Recent central bank interventions suggest the elusive Fed pivot is here–with QE not far behind.