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Posts in Interest Rates
by
Craig Stapleton
September 3, 2025
Addressing Global Trade Imbalances: Policy Insights and the Triffin Dilemma
Over-Valued Dollar The recent excitement has been about pressure on the Federal Reserve to lower the […]
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Craig Stapleton
July 29, 2025
Interest Rates and Tariffs: Putting Numbers into Perspective
Federal Reserve As the Federal Open Market Committee (FOMC) prepares for its July 29-30, 2025 meeting, […]
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Craig Stapleton
May 22, 2025
The Surge in U.S. Treasury and Japanese Bond Yields: Implications and Inflation Concerns
The Surge in U.S. Treasury Yields In recent weeks, the U.S. Treasury market has experienced significant […]
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Craig Stapleton
April 17, 2025
Tariffs and Trade Deficits: Understanding Tariffs, Trade Deficits, and Government Debt
Tariffs are the topic du jour. As I said on April 4th, Trump has put the […]
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by
Craig Stapleton
October 31, 2024
Why Inflation is Here to Stay: The Spending Surge Ahead
As we are just 5 days away from the next presidential election, one trend appears certain […]
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Craig Stapleton
August 22, 2024
Massive Revision to U.S. Employment Estimates
Introduction Each month, the U.S. Bureau of Labor Statistics (BLS) releases US employment estimates that provide […]
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Craig Stapleton
August 5, 2024
Understanding the Japanese Yen Carry Trade: Historical Context and Current Implications
Introduction Given the significant decline in the Japanese Nikkei index, the largest since 1987, and the […]
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by
Craig Stapleton
September 22, 2023
The Mortgage Payment Crisis
One of the top news stories today on Bloomberg was “US Existing-Home Sales Fall to Seven-Month […]
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