Why Haven't We Whipped Inflation Yet?

Consumer Price Index rose at an annualized rate of 4.5% over the last three months. Inflation accelerated during the first quarter. By conventional measures, money looks tight. The money supply suggests money is tight. Yet inflation accelerates. Alexander Salter says inflation remains elevated above the Federal Reserve's 2% target.

Dollar Dominance And The Ghosts Of 1997

Weekly Commentary: World-Wide De-Risking/Deleveraging

Business Conditions Monthly February 2024

Economic Warning From The NFIB

Fed Interference Makes Markets Hard To Predict

S&P 500 drops below 5,000 for first time in two months

Looking Back At Equity Factors In Q1 2024 With WisdomTree

Rate Cut Forecast Now Seen For September At Earliest

Belated March CPI Analysis

What’s next for the S&P 500? SA analysts weigh in

SPY has seen net outflows of more than $10B during latest slide

What Is The U.S. National Debt's Risk To Investments?

Global Growth Returns And The 2025 Fiscal Reckoning

Teen Employment Numbers Improve In March 2024

The Stock Market Sell-Off May Have Only Just Begun

The S&P 500 has pulled back 4% from recent highs, but it's not due to geopolitical tension. Rates, the dollar, yen, and oil are not reflecting typical flight to safety characteristics. Markets are correcting for their massive blunder. Financial conditions are tightening, and the market is correcting its errors.

Where's The Downside Tipping Point For U.S. Stocks?

Inflation Progress May Be Bumpy, But Is Likely To Continue

A (Un)Certain Framework

The World Is Overweight U.S. Assets