Tag: federal-reserve

  • My Thoughts on the August CPI Report

    My Thoughts on the August CPI Report

    The September CPI Report just came out today morning, and it could have major implications for the Fed’s rate decision next week. What the CPI Report Told Us August’s CPI report showed an increase of inflation by 0.4% MoM, up from July’s 0.2% uptick. Core CPI was also up 0.3%, up from 0.2% last month.…

  • My Thoughts on the July CPI Report

    My Thoughts on the July CPI Report

    The July CPI Report painted a familiar portrait for investors. Headline inflation remains steadily above the Fed’s 2% goal, pushed by tariffs, while core measurements indicate continued stickiness. What You Missed Headline inflation rose 0.2% month-over-month and 2.7% YOY, matching the pace from last month. Core inflation is up 0.3% and 3.1% for those metrics,…

  • How Monetary Policy Shapes the Economy and Interest Rates

    How Monetary Policy Shapes the Economy and Interest Rates

    Monetary policy, managed by the Federal Reserve, significantly impacts inflation, employment, and interest rates. It involves tools such as the federal funds rate and open market operations, which can stimulate or cool the economy. Investors must understand these dynamics to make informed decisions, as monetary policy influences market conditions and portfolio strategies.