Tag: VALT

Inflation Can Persist as Demand Declines

Typically, inflation stems from an overheating economy where companies are expanding rapidly to meet expected sustained growth of demand.  Too many companies in the same industry all expand capacity at… Read more »

Fed to Announce Policy Decisions

This afternoon, the Fed will announce its latest policy decisions. It seems everyone agrees that there is little the Fed can do to bring desperately needed workers back into the… Read more »

Inflation and the Fed

The Fed is stuck between a rock and a hard place.  They are responsible for maintaining stable prices and yet are somewhat powerless to affect the supply chain and labor… Read more »

Treasuries in a ‘Bubble’

I would think most bond investors see treasuries as in a bubble. Even the lowest inflation predictions are higher than the current 1.28% yield on the 10-year maturity U.S. Treasury,… Read more »

Huge Miss on Jobs

Only 266,000 jobs were created last month instead of the million expected for the second largest miss in history (March 2020 being the worst). The unemployment rate actually rose from… Read more »

Comments on Today’s Economic Data

We are transitioning from “expectations” of a strong economic impact from the combinations of a high savings rate and pent up consumer demand to the incredible reality of just how… Read more »