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Maybe It Won’t Be So Bad?
Yesterday, Kathleen Hays released an excellent video interview with macroeconomist Mickey Levy, a Visiting Scholar at the Hoover Institution. We recommend the interview for two reasons. First, Levy is a globally respected and experienced professional. Second, he offers scenarios regarding the impact of tariffs and does so with balance and not shrill alarmist warnings. He…
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Jacob Frenkel, Kathleen Hays, Fed’s Jackson Hole Meeting
David R. Kotok, September 4, 2024, Cumberland Advisors Co-Founder and Chief Investment Officer (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) There have been many, many, many reports and podcasts and descriptions and interpretations from the Fed’s Jackson Hole meeting. I want to mention just one interview.…