complicating

Fed’s incomplete tightening leads to inflation re-acceleration, complicating monetary policy.

Been saying this for several months now. The Fed didn't finish the job. They got spooked in late October (along with Treasury) about the rise in yields and term premiums and thus orchestrated a significant loosening of financial conditions to help the US govt finance its… https://t.co/5lMScZGtDD — Craig Shapiro (@ces921) March 13, 2024 The …

READ MORE

Global Shipping Costs Soar 120% in 6 Weeks Amid Geopolitical Tensions and Attacks in the Red Sea, Posing Challenges for Supply Chains and Complicating the Fed’s Role

Luckily, oil prices have fallen significantly from their highs. It's interesting that oil markets are not concerned about geopolitical tensions. This is offsetting some of the impact of higher shipping costs. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) January 16, 2024 https://twitter.com/spaghettimballs/status/1747306662032220188

Uh-oh! It looks like you're using an ad blocker.

Our website relies on ads and the generous support of readers like you to keep delivering free, high-quality content. Right now, we are facing serious funding challenges and we need your help more than ever. Disable your ad blocker and this message will vanish. You can also sign up for a membership to enjoy an ad-free experience while supporting our work: https://citizenwatchreport.com/plans/subscriptions/ Your support helps us stay independent, continue our work, and keep content free for everyone. We truly appreciate your understanding and thank you for standing with us.