Author: Bill Ehrman

SeekingAlpha
Economics

Vive La Sweet Spot

Quite a week! Powell all but assured a rate cut in July; the yield curve steepened; the dollar weakened; trade talks with China opened; commodity prices increased; and stock markets rose. Doesn't i…

SeekingAlpha
Economics

'Sustain The Expansion'

The Fed's semiannual Monetary Report was released Friday and really offered all the ammunition the Fed needs to begin lowering rates this month. The Fed is concerned that uncertainty over trade has…

SeekingAlpha
Economics

Money Makes the World Go 'Round

Monetary authorities, fearing deflation, have now committed to go all in to stimulate economic growth. Our first rule of investing is to analyze whether more money is being created by the monetary …