The nominee to succeed Jerome Powell as Fed chair will face pointed questions before the Senate Banking Committee on Tuesday. … READ MORE >
Joe Brusuelas
What the Strait of Hormuz reopening means for the economy
The destruction of energy production facilities as well as refining capacity in the Persian Gulf will take months and in some cases years to repair. … READ MORE >
Market Minute: The impact of the Iran war on Latin America
During the first few weeks of the war, Latin American economies have shown resilience amid the disruption in energy flows out of the Persian Gulf. … READ MORE >
Market Minute: Why some countries have reduced their Treasury holdings
The decreases in foreign holdings of Treasury securities has less to do with decline in the dollar’s status and more to do with the particular needs of individual economies. … READ MORE >
Market Minute: Bank exposure to private credit
With bank earnings in focus this week, it is natural that investors are looking at bank exposure to the private credit sector. … READ MORE >
Market Minute: The Middle East isn’t a gas station for the West anymore
The Mideast has expanded its economic advantage to include petrochemicals, fertilizers and metals while diversifying into finance, transportation, and leisure and hospitality. … READ MORE >
Market Minute: When the consumer speaks, it is a good idea to listen
Consumer sentiment turned sour in March, with the University of Michigan survey dropping below neutral for the first time in the post-financial crisis era. … READ MORE >
Market Minute: The cost of failed ceasefire talks in Iran
The announcement of a naval blockade of shipping out of the Persian Gulf will only worsen the shortages of oil, natural gas, distillates, other liquids and refined products. … READ MORE >
March CPI: Patience and pain are the policy pathway
The consumer price index increased by 0.9% in March and by 3.3% compared to a year ago as the energy shock began to be felt in the American economy. … READ MORE >
Market Minute: Ceasefire and shipping in the Strait of Hormuz
In economic terms, the two-week ceasefire in Iran will come down to the number of ships that sail through the Strait of Hormuz in either direction. … READ MORE >