Spinning Gyroscope

Market Sight|Lines

The Federal Reserve’s Dual Mandate is Askew: When Can the Fed Ease?

We present how the Federal Reserve can ease monetary policy, which would likely lower interest rates and trigger a “relief rally” in equities.

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When can the Fed shift policy?

The Fed’s aggressive policy has driven markets lower. This month we examine what the Fed wants to see before it shifts monetary policy.

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Potomac Perspective

Congress is tying up some loose ends as it prepares to pass a temporary spending bill that will keep the government open into December. A government shutdown is highly unlikely. 

An Overly Optimistic Outlook for Growth and Inflation as the Fed Continues to Hike

Is the Fed overstating the need for further rate hikes to quell inflation, or is it underestimating the hardship additional increases will have?   

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