Yes, I give a fig... thoughts on markets from Michael Green

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Just a Little Bit Louder Now
More thoughts on inflation and rate policy supported by a new paper on inflation targeting and housing costs
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Michael W. Green
7
What was THAT?
Thursday CPI release offered glimpses of a reversal
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Michael W. Green
3
Deficits DON'T matter
Breaking down GDP into drivers raises red flags to the deficit theory of "never recession"
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Michael W. Green
30

June 2024

Causation is Not Correlation
It should be a warning sign that there's no time to talk Keith Gill
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Michael W. Green
5
French Kiss
Did Volatility in France Reveal a Credit Issue in the US?
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Michael W. Green
8
Well, that was sad...
Roaring Kitty reveals much about the state of affairs
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Michael W. Green
21
There Will Be Math
A new paper further validates some of my work on fund flows
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Michael W. Green
16

May 2024

Reminder No YIGAF This Weekend
Services requested for next week
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Michael W. Green
3
Interest for the Casual Rieder
Rick Rieder's observation holds more weight than most are willing to consider
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Michael W. Green
12
People Are Crazy (Final)
It's Finally Time to Test the Theory this Week
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Michael W. Green
12
People Are Crazy? Part 2
A rougher week for economic data makes the disinflationary case a bit easier, while making it confusing on a micro basis
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Michael W. Green
12

April 2024

People Are Crazy? Part 1
Why rising wages are not an inflationary fear
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Michael W. Green
31
© 2024 Michael W. Green
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