economic performance

The Fed Has Enough Pressure with Inflation Still High. Politicians Don’t Help.

As much as the Federal Reserve would prefer to avoid it, it appears that the U.S. central bank will be drawn into one of the most divided election campaigns in U.S. history. Two news stories appeared on Friday in separate…

Inflation Is Stuck on the Housing Market. That Matters for Investors—and Politics.

About the author: Larry Hatheway is a co-founder of Jackson Hole Economics, which originally published this commentary, and the former chief economist of UBS. At the beginning of the year, many economists and Federal Reserve officials were gloating over falling…

Electricity Bills Boost Inflation—and Show No Sign of Slowing

Electricity bills have been on a steady march higher, contributing to elevated inflation, and there is a good chance the trend will continue. Electricity costs rose 0.9% on a seasonally adjusted basis in March over February levels, and 5% on…

Inflation Outlook Worsens as Iran, Israel Face Off. What to Do.

Tensions in the Middle East and a still strong economy make the case that inflation could stick around, delaying interest rate cuts by the Federal Reserve. Investors may want to use any uncertainty over geopolitics or the Fed’s next moves…

Electricity Bills Boost Inflation—and Show No Sign of Slowing

Electricity bills have been on a steady march higher, contributing to elevated inflation, and there is a good chance the trend will continue. Electricity costs rose 0.9% on a seasonally adjusted basis in March over February levels, and 5% on…