Inflation
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AIER Everyday Price Index Down Slightly After Spring Cost Surge
Our in-house inflation measure fell one percent, though core household expenses continue to climb. Post-surge relief from gasoline prices concealed smaller effects, buying the Fed some time.
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June Inflation Slowed as Energy Prices Fell
Markets sharply reduced the odds of a July rate increase after June CPI showed broad-based moderation in prices.
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The Fed Needs Independence, Not Immunity
Monetary policy deserves insulation from politics, but regulation and emergency lending powers may not. Can Congress and the Courts differentiate?
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Trump v. Cook Won’t Settle the Fed’s Independence Problem
Political pressure has made it harder to distinguish sound monetary policy from strategic posturing. Congress, not SCOTUS, is empowered to change that.
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Markets Bet on Warsh to Fight Inflation. Will the Fed Deliver?
Traders expect the Fed’s new chair to respond to accelerating inflation with higher rates. Credibility requires policy match the tough talk.
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Why Is the Federal Reserve Paying Banks Billions in Interest?
The Fed pays banks billions more in interest than it earns on assets. Could a floor system save the central bank from future losses?
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Borrowed Time: The ‘Extend and Pretend’ Economy Must End
Trillions in hidden distress and deferred losses are emerging as borrowers run out of time and options. America’s debt reckoning has begun.
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The Central Banker Who Defied Hitler
If we must tolerate government control of currency, we should emulate Hans Luther’s fearless defiance of political pressure.
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Warsh Remakes the Fed as Inflation Runs Hot
Kevin Warsh’s debut Fed meeting brought no rate change but plenty of institutional change. The new chairman appears eager to rethink how the Fed operates.
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•
Tariff Math Doesn’t Work, and the White House Already Admitted It
Trump’s new USMCA proposal acknowledges the limits of onshoring. Tariffs can’t undo global supply chains; they’re a consumption tax paid by American families.
-
•
AIER Everyday Price Index Down Slightly After Spring Cost Surge
Our in-house inflation measure fell one percent, though core household expenses continue to climb. Post-surge relief from gasoline prices concealed smaller effects, buying the Fed some time.
-
•
June Inflation Slowed as Energy Prices Fell
Markets sharply reduced the odds of a July rate increase after June CPI showed broad-based moderation in prices.
-
•
The Fed Needs Independence, Not Immunity
Monetary policy deserves insulation from politics, but regulation and emergency lending powers may not. Can Congress and the Courts differentiate?
-
•
Trump v. Cook Won’t Settle the Fed’s Independence Problem
Political pressure has made it harder to distinguish sound monetary policy from strategic posturing. Congress, not SCOTUS, is empowered to change that.
-
•
Markets Bet on Warsh to Fight Inflation. Will the Fed Deliver?
Traders expect the Fed’s new chair to respond to accelerating inflation with higher rates. Credibility requires policy match the tough talk.
-
•
Why Is the Federal Reserve Paying Banks Billions in Interest?
The Fed pays banks billions more in interest than it earns on assets. Could a floor system save the central bank from future losses?
-
•
Borrowed Time: The ‘Extend and Pretend’ Economy Must End
Trillions in hidden distress and deferred losses are emerging as borrowers run out of time and options. America’s debt reckoning has begun.
-
•
The Central Banker Who Defied Hitler
If we must tolerate government control of currency, we should emulate Hans Luther’s fearless defiance of political pressure.
-
•
Warsh Remakes the Fed as Inflation Runs Hot
Kevin Warsh’s debut Fed meeting brought no rate change but plenty of institutional change. The new chairman appears eager to rethink how the Fed operates.
-
•
Tariff Math Doesn’t Work, and the White House Already Admitted It
Trump’s new USMCA proposal acknowledges the limits of onshoring. Tariffs can’t undo global supply chains; they’re a consumption tax paid by American families.