April 17, 2019

SHI 4.17.19 – The FED: Quantitative Neutrality

We all know the meaning of ‘Quantitive Easing’ — or QE — right?  And we know the FED was recently engaged in ‘Quantative Tightening’ — by […]
April 10, 2019

SHI 4.10.19 – Steaks, Nighttime Lights and the GDP

Shocking, right?  Who knew?  We can thank Yingyao Hu and Jiaxiong Yao of the International Monetary Fund (IMF) for this groundbreaking revelation. What does this have […]
April 3, 2019

SHI 4.3.19 — Inversion Reversion, Fear and Loathing

  There is no doubt:   Yield curve inversion is a popular topic!   And we all know why:   Because ‘inversion’ it is a much-ballyhooed, highly-precise […]
March 27, 2019

SHI 3.27.19 – Why Inflation Matters

  … commented Tim Duy in his latest ‘Fed Watch’ blog, speaking about President Trump’s nomination of Stephen Moore for a vacant FED board seat.  I […]