Where Things Stand Now With Inflation and the Fed

Where Things Stand Now With Inflation and the...

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Jack McClendon on Why It's So Hard to Create a New American Oil Boom

The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in tension. If prices are going lower, why drill more? This tension has only grown sharper since the shale busts of the mid-2010s, as A ...  Show more

Alex Imas on Why Economists Might Be Getting AI Wrong

Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. And there is a sense in which many view AI with the same lens. Yes, there will be pain in some sectors, but then there will be prod ...  Show more

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Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.


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Welcome to Thoughts on the Mark ...

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Is the Fed Thinking About Inflation All Wrong?
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For over a decade, America’s central bank has had an inflation target of 2%. On Wednesday, the Federal Reserve announced that it would keep its main interest rate unchanged in order to try and get inflation to that magic number. But what if the Fed is thinking about inflation all ...  Show more

U.S. Economy: The Fed Continues to Fight Inflation
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Robert Rosener: The Continued Rise in Inflation
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As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.


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Welcome to Thoughts on the Market. I'm Robert ...

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