The link below takes you to Cumberland’s website, where 36 slides depict various United States labor force metrics, before and during the pandemic period. We’ve used the Beveridge curve concept to create the slides.

Brent Donnelly, president of Spectra Markets, and a Camp Kotok attendee, sent along the following piece with the note, “Some alarming charts for you today. Keep an open mind on the US economy in 2022.”

When she was testifying at her US Senate confirmation hearing, Fed Governor Lael Brainard fielded questions about the Fed and its “climate change” policy. This is a hot subject in the monetary economics and central banking world. One side of the debate says that the Fed should keep out of this…

In a recent interview with Dr. Bob Wachter on the UCSF program Medical Grand Rounds, Dr. Eric Topol discusses Omicron, treatments, and vaccines, policy, the CDC, Long Covid, etc. This is an extensive and clearly detailed conversation with a world-renowned expert. Dr.

My heart grew heavy when seeing/reading the National Geographic photo essay about the fires in Patagonia. Examination of the details made it weigh a ton. “An imported tree fuels Patagonia’s terrifying summer fires,” https://www.nationalgeographic.com/environment/article/how-fear-of-summer-came-…

​In the past week, we have watched a bond market adjustment. For a price change, the movement was dramatic, as bonds such as the 30-year US Treasury benchmark bond lost 10% of its market price when rising rates caused a market repricing of outstanding issuance.  We nickname the market…

Sebastian Pellejero and Mark Maurer used their December 30, 2021, Wall Street Journal column to discuss some of the history of LIBOR, and now, its end.

Markets posted a loss in the first week of January, driven by several factors and data releases. Release of the FOMC’s minutes for its December meeting led market participants to believe that the Fed was even more likely to embark on removing its policy accommodation sooner rather than later.…