David Kotok offers insights and analysis on current economic and political issues and their potential impact on global financial markets. David’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV, and Bloomberg Radio, Fox Business, and other media.
Eisenbeis: The Fed is not guilty of anything but doing its mandated job — and well. Plosser: Independent central banks have better policy outcomes.
Standing on the deck at Leen’s Lodge yesterday afternoon, I previewed some of the discussions we will have at Camp Kotok this week.
Join me for a quick video visit to Campobello Island and the Roosevelts’ summer home there.
I comment following Friday’s dismal jobs report, and we turn to a healthcare-related update.
Yesterday’s tariff announcements will shift the size of the tariff shock yet again.
Readers asked for a way to understand the magnitude of the tariff shock. Here’s one way to think about it.
Grok explains its “Mechahitler”; we compare Joseph Goebbels’ propaganda use of radio and the history of antisemitism.
The Real Effective Exchange Rate (REER) is beginning to reflect US policy now aimed at weakening the dollar.
Fed analyst Bob Eisenbeis weighs the Trump administration’s attacks against an independent Fed and the chances that Trump will try to oust Powell.
Today we compare the pandemic finance paradigm to the war finance paradigm and consider how we are moving from one to another.
How much growth do you get for each unit of additional debt? Let’s ask Barry Bannister.
Amid spirited discussion regarding the weakness of the US dollar, one chart clarifies the size of the USD’s role in the global economy.