Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Macro, Fed and Rates
Apocalypse Now: Colonel Kurtz, Oil Above $110, and the Threshold the Federal Reserve Has Not Yet Declared Before the October 28 Meeting
Markets and Earnings
Hot Inflation and Expensive AI Infrastructure Debt
Markets and Earnings
Banks Report, Inflation Decides: What JPMorgan, Goldman and the Others Showed Ahead of CPI
Macro, Fed and Rates
The Same Text, a Different Manuscript
Macro, Fed and Rates
The Fed Raised Rates by 0.25 Percent in September 2026
Macro, Fed and Rates
Why long-term yields are rising when inflation is not
Macro, Fed and Rates
Money matters: Warsh, the clipped shilling and the work the Fed has not yet done
Macro, Fed and Rates
When Debt Speaks Louder Than the Fed
Macro, Fed and Rates
Fed Holds Rates Under Kevin Warsh: What the Steepening Yield Curve and the Meta & Microsoft Earnings Mean for Investors (July 2026)
Macro, Fed and Rates