Latest Insights on UPS
Beware the Fed’s Hubris on Inflation
April 19, 2016 U.S. Economy
The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street. Welcome to the Real Hunger Games
April 12, 2016 Commodities
Shifts in economic growth and weather patterns threaten to decimate world food production ... leading to soaring commodity prices and potential food riots. Revisiting Adam Smith’s Free Market: Is The System Rigged for Collusion?
April 11, 2016 U.S. Economy
Adam Smith is a favorite of free market advocates, but many only hear what they want and ignore the rest. With the free market far from free, it’s time to ask, “What would Adam Smith do?” The Red Dragon Roars While the Fed Waits
April 6, 2016 Global Economy
Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room. The Truth Behind U.S. Jobs Data
April 1, 2016 U.S. Economy
The March jobs report is being hailed as a win for the U.S. economy, but forward-looking layoff data offers a grim look at why growth will fade and why interest rates aren’t rising any time soon.