What Will the Fed Do When It’s Finally Time to Tighten?

Michael Ashton - 01/07/13

Fama on the Fed and Inflation

Michael Ashton - 01/03/13

Quarterly Inflation Outlook (Q4, 2012)

Michael Ashton - 11/26/12

Velocity Regime Change, or Why Econometrics Is Hard

Michael Ashton - 09/10/12

Frightening Possibilities

Michael Ashton - 09/04/12

Quarterly Inflation Outlook (Q3, 2012)

Michael Ashton - 08/23/12

 

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What Will the Fed Do When It’s Finally Time to Tighten?

by Michael Ashton on January 7, 2013

Whether the ‘day of reckoning’ for the Fed is near, or far…what do they do, when they’ve hit that point?  Read more »

Fama on the Fed and Inflation

by Michael Ashton on January 3, 2013

In last month's Financial Analysts Journal, Eugene Fama delivers some zingers on monetary policy that we think highlight the danger we are now in, and to which there are no easy answers. Read more »

Quarterly Inflation Outlook (Q4, 2012)

by Michael Ashton on November 26, 2012

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q4 2012, published November 21, 2012.

  Read more »

Velocity Regime Change, or Why Econometrics Is Hard

by Michael Ashton on September 10, 2012

Finding relationships between and among economic and financial data series is difficult - and it becomes extremely difficult when a regime shift completely alters the relationships in mid-stream. This example is one of the more extreme regime shifts we've ever seen, and directly impacts the interpretation of market valuations. Read more »

Frightening Possibilities

by Michael Ashton on September 4, 2012

What would happen to inflation if the money multiplier, or velocity, or both, begin to return to their historical ranges? Read more »

Quarterly Inflation Outlook (Q3, 2012)

by Michael Ashton on August 23, 2012

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q3 2012, published August 21, 2012. Read more »