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Rolling the Dice on the Fed And Inflation
Blain’s Morning Porridge January 12th 2026:Rolling the Dice on the Fed And Inflation
“Luck, if you’ve ever been a lady to begin with, Luck bea Lady tonight..”
Trump has shattered conventions on politics and diplomacyso why not financial markets as well? The Show Trial of Jerome Powell will see Trump seize the levers of monetary policy. For markets its dead simple – what will it mean for the economy and the rising prospects of a Stagflationary Bust inthe US?
You can’t help but wonder about markets…. Are they actually paying attention? Last week, amidst the hurly burly of foreign entanglements…
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