Tag Archive for: Ed Dowd

Fed Day! Should The Fed Cut Rates To Offset High Oil Prices?

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Today is “Fed Day” – when the Fed announces whether or not it will cut rates. And – given that PPI (Producer Price Inflation) came in hotter than expected today, the Fed will very likely not cut. PPI is from February too, BEFORE the Iran war and the run-up in oil prices, so we can expect an inflation-leery Fed to be very concerned.Read More

Why President Trump NEEDS Fraud & Waste! Productivity Too!

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There is something the “cut-all-wasteful-spending-NOW!” crowd does not understand. Our economy depends on that spending and the resulting government borrowing – no matter where the spending goes (and it is NOT just because of the stimulus it provides). Last week, when everyone was screaming and yelling on X about all of the fraud and waste in government – and how we need to cut it all immediately – analyst Ed Dowd posted this in response:Read More

Rates Fell – Delivering 6 Very Important Lessons! Which Bubble Will Pop First?

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An alarmingly bad “Challenger Job Cuts” surfaced today, and rates fell as a result. Among other things, we’re seeing a 22-year high in announced job cuts, and hiring plans are down a whopping 35% over last year. While this is bad for the economy and job seekers, it is great for this blog because it reveals 6 important lessons.Read More

Can Our Government Stimulate A Strong Economy Forever? Why Recessions Are Good; Low Rates Still Coming

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Ed Dowd was one of the many highly respected macro analysts who got the recession call in 2022 and 2023 blatantly wrong.Read More