Lou's Stories

Opinion
It's too early to start talking about stagflation, but a yield curve inversion is becoming more and more possible
Jun 30
Opinion
We’re not saying when we’re going higher because we don’t know, but mark your calendars for June 13, 2018 for the day the Fed flipped from stimulus to leaning against the economy.
Jun 15
Opinion
We can hope that the tax bill was so badly crafted that it does not stimulate, but rather just lines the pockets of the lucky
Jun 8
Will rates fall more? Sometimes the table is set for deeper, but this time take the chicken in your hand!
May 29
Opinion
In a globalized world, the Fed tightens for all
May 19
Opinion
An old friend used to say that the Fed’s job was to carry an immensely valuable crystal orb balanced on a flat silver tray without edges, while refereeing a hockey game
May 4
The Fed has already made cash the most expensive in ten years, but no sector reports that loans are harder to get
Apr 20
Opinion
Not a lot of sellers will play, and worse: housing markets can plod along in predictable fashion for years and then... stop.
Apr 19