Dr. Duru | TalkMarkets | Page 2
Sole Proprietor, Ahan Analytics, LLC
Dr. Duru Ahanotu is a graduate of Stanford University with over twenty-five years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five ...more

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Fed’s Bostic: Still Comfortable Leaning Into Tight Labor Markets
The Fed's Bostic prioritizes combating inflation even if/when the labor market weakens. He anticipates no rate cuts until 2024, sharply divergent from market predictions. The U.S. dollar is still benefiting from a recent acceptance of another hike.
Reserve Bank Of Australia Revives The Ghost Of Inflation Past
The RBA surprisingly hiked rates and revived the ghost of inflation past. The RBA undermined any assumptions that it would be content to watch inflation try to guide itself from 7% down to the 2% to 3% target range.
A Golden Inflation Conundrum
The golden inflation conundrum can send gold higher on weak inflation news and send gold lower on strong inflation news.
Don’t Blame The Fed: The Fed Gives Us What We Want
As I continue to see blame heaped on the Fed for this latest episode of financial instability, I have surprisingly adopted a more sympathetic view of the Fed’s work.
An Inflation Downtrend Quickly Evaporates
Some inflation analysts have enthusiastically contorted the inflation data to dismiss today’s inflation problem. A hot monthly core PCE print brought a quick end to the downtrend that previously provided reassurances.
Kashkari Acknowledges The Fed's Inflation Miss; Will The Fed Catch Easing Financial Conditions?
President of the Minneapolis Federal Reserve Neel Kashkari sums up the Fed’s collective miss as coming from an over-reliance on traditional Phillips-curve models. These models failed the Fed in this economic cycle.
Did Alan Blinder Suggest The Fed Should Have Done Nothing About Inflation?
Former Fed Governor and current Princeton Economics professor, Alan S. Blinder wrote an opinion piece in the Wall Street Journal that essentially implied the Federal Reserve need not have raised rates to battle inflation.
Bullard Ready To Declare Partial Victory Over Inflation
Bullard's definition of disinflation suggests he could have more directly titled his recent speech “We Are Beating Inflation….But Don’t Celebrate Yet.”
Lennar Corporation: How The Fed Is Cooling Inflation In The Housing Market
Plenty of evidence exists that the Fed's fight against inflation is working. Homebuilder Lennar recently provided a vivid example of how rate hikes have forced the housing market to correct and push back against inflationary pressures.
Median CPI May Be A Window On Fed’s Inflation Caution
if inflation has peaked, why is the Fed so “stubborn”? The smoothing dynamics of the median CPI may be a window on the Fed’s inflation caution.
The Fed Plants A Flag On Peak Inflation And An Economic Soft Landing
Robert G. Valletta at the SF Fed suggested that inflation is finally on a sustained path lower, alongside increased risks for a mild recession.
Stock Market Loves Powell Moving From “Keep At It” To “Stay The Course” On Fighting Inflation
Something about the difference between “keep at it” and “stay the course” significantly mattered to traders.
The Swiss National Bank Knows More About Inflation Than You Do
The Swiss National Bank uses a robust set of principles, data gathering, and model-building to fight inflation, an approach that surpasses the abilities of most pundits ... including me.
Inflation Expectations And Inflationary Psychology
Since the Fed has expressed fears about entrenched inflationary psychology, consumer expectations for inflation have entered the basket of metrics used for assessing the Fed’s every move.
Why The Fed Won’t Read Cathie Wood’s Open Letter
It is no surprise that Wood recently opened a new salvo in her campaign against the Fed’s monetary policy by writing an “open letter to the Fed." However, the Fed has a strategy that seems inoculated against macroeconomic criticism.
Fed's Daly: The Market Is Wrong About A Hump In 2023 Fed Rates
The Federal Reserve board of governors continue to stay on message, reminding the market over and over about its serious intention to fight inflation. San Francisco President Mary Daly has been particularly articulate on the Fed's perspective.
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