Fed Has to Remember It Has Two Mandates, Not One!| srikonomics.substack.com
Not Easy to Exit Stagflation, Mr. Chairman!| srikonomics.substack.com
Major Consequences For Fed Policy & Risk Assets| srikonomics.substack.com
Inflation May Not Be One-Shot Event| srikonomics.substack.com
Why Recession Could Accompany Higher Inflation| srikonomics.substack.com
Ten- And Thirty-Year Treasurys Rise in Yield| srikonomics.substack.com
You Cannot Blame Him For All Ills on Earth!| srikonomics.substack.com
This is the first of what I hope will be a weekly feature following a break for the Holidays. Rather than repeat the latest economic development, or analyze a recent Jerome Powell press conference, I plan to examine whether policy measures make sense and are consistent with economic theory. And if they are not, I shall discuss what the negative macroeconomic fallout may be.| srikonomics.substack.com
Expect Further Increase in Fiscal Deficit| srikonomics.substack.com
Tariff Wars Don't End Well| srikonomics.substack.com