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Stagflation and the Fed

How Do You Spell Stagflation? Memo from the Fed: Inflation? What Inflation? The Fed Will Cut and Cut Again Damn the Inflation Torpedoes! Full Speed Ahead! Apple, Sprint, AT&T, and Going to the Dark Side This week's topic was inspired by a discussion...

Published Fri, Feb 02 2008 10:47 PM by John Mauldin

Filed under: The Dollar, The Fed, Ben Bernanke, Inflation, Stagflation, Euro, Credit Crisis
Sea Change at the Fed

Sea Change at the Fed "Of his bones are coral made: Those are pearls that were his eyes: Nothing of him that doth fade, But doth suffer a sea change Into something rich and strange" (The Tempest - Shakespeare) The term "sea change"...

Published Fri, Sep 09 2007 3:12 AM by John Mauldin

Filed under: John Mauldin, The Fed, Recession, Ben Bernanke, Inflation, Consumer Price Index, Housing, Subprime
Should the Fed Cut Interest Rates?

Should the Fed Cut Interest Rates? The Shocker in the Employment Numbers Should the Federal Reserve Cut Interest Rates? Will A Cut Make Any Difference? How Housing Woes Hurt the Rest of the Economy Home Again, Home Again The unemployment numbers came...

Published Fri, Sep 09 2007 3:10 AM by John Mauldin

Filed under: John Mauldin, The Fed, Interest Rate, Employment, Ben Bernanke, Housing, Bubble, Subprime, Housing Bubble, bonds
The Inflation of Expectations

Introduction This week we had two more Federal Reserve members repeat what has become the theme for their chorus, but not one the market seems to be paying much attention to. It should be. The market believes the Fed will soon start to cut rates, perhaps...

Published Fri, Oct 10 2006 1:58 AM by John Mauldin

Filed under: John Mauldin, The Fed, Interest Rate, Employment, Ben Bernanke, Inflation
Economic Whiplash

Introduction The Fed elected to pause in its rate hiking assault on inflation this week. With the backward looking data pointing to higher inflation that must mean they expect the economy to slow down and thus tame what incipient inflation is lurking...

Published Fri, Aug 08 2006 1:44 AM by John Mauldin

Filed under: John Mauldin, The Fed, Ben Bernanke, Inflation
The Sacrifice Ratio

Introduction This week we will look at a few very interesting items that did not make it into last week's forecast, as that letter was already overly long. Bernanke's arrival, the importance of the housing market to the economy, the length of...

Published Fri, Jan 01 2006 12:25 AM by John Mauldin

Filed under: John Mauldin, The Fed, Interest Rate, Ben Bernanke, Housing, Sacrifice Ratio, Unemployment, Wealth Effect
Forecast 2006: On the Gripping Hand

Introduction Once again it's time for me to demonstrate the foolhardy part of my nature by putting to electronic pen my forecast for 2006. I spend more research time on this one letter than on any four or five combined, simply reading hundreds of...

Published Fri, Jan 01 2006 12:23 AM by John Mauldin

Filed under: John Mauldin, The Fed, Ben Bernanke, Housing, Economic Forecast, Bretton Woods, Muddle Through, Nash Equilibrium
The Bernanke Era

Introduction The King is going. Long live the King. We now know that Ben Bernanke will be the next Fed Chairman. His approval by the Senate is as close to a lock as you can get. This week we focus on Bernanke, and specifically his most famous, and what...

Published Fri, Oct 10 2005 12:08 AM by John Mauldin

Filed under: John Mauldin, The Fed, Ben Bernanke

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