Will the Fed(s) stay the course?

This post on the bond vigilantes is inspired in part by my friend Kevin Muir and a post he just did over at The Macro Tourist. It's also inspired by the inflation numbers that came out of the US earlier today. The question to answer: how…

Americans paid not to work

In the wake of the last jobs report in the US, unemployment insurance has become a political football. The issue has some of the trappings of a labor vs capital tete a tete because of how the jobs report is being framed. Some thoughts below…

Ugly

Yesterday on the Real Vision Daily Briefing, my colleague Jack and I answered a question by viewer Dianna, "are there metrics you are watching closely now as compared to, say, a month ago?" My answer was US jobs numbers and initial…

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