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Michael Ashton

www.enduringinvestments.com
  • Analysis & Comment

Michael Ashton's Comment & Analysis
A complete archive of Michael Ashton's articles, including current analysis & comment - Page 5

After a week when the NY/NJ area saw an earthquake, an eclipse, and a gorgeous 75-degree spring day, it is time to get back to work.Today’s CPI report was not expected to be particularly great....
As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower...
Four Quick Thoughts on Fed Day
By Michael Ashton - Mar 20, 2024
Four fairly quick observations on this Federal Reserve meeting day, not all of which have anything to do with the Fed:1. The FOMC today announced unchanged policy for now on the overnight interest...
I must say that I didn’t see this one coming. Credit where credit is due, though: while Street economists were just a little low (consensus was +0.40% headline, +0.30% core), the CPI swap market...
The Biden team keeps talking about how they can’t believe how underwater the President’s poll numbers are when the economy is so frickin’ good. “As soon as people figure out...
Recession for Me But Not for Thee?
By Michael Ashton - Mar 06, 2024
In late 2022, I often said that while I didn’t think it would be severe I figured we would have a recession in 2023 because we had never seen an energy spike at the same time that the Fed was...
So, we are back to the argument about whether we have reached a new era of permanently higher growth and earnings, and because of productivity also a permanent state of steady disinflationary...
This is the reason that serious people don’t choose a trend length that happens to fit with their narrative.For the last few months, supposedly serious economists have crowed about how the...
Here's Why TIPS Deserve a Place in Your Portfolio
By Michael Ashton - Feb 08, 2024
It is interesting to me that, with as important and liquid as the inflation-linked bond market is, the tactical allocation between TIPS and nominal bonds is at best an afterthought for most...
One of the successes the Federal Reserve can tout from the last couple of years (and the list of them is pretty short, to be fair) is that after the unprecedented policy actions during COVID caused...