Eric Hale

About Eric Hale

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A Signal for Gold Traders: What David Kotok Is Watching

The GIC’s Bahama Central Banking conference ended with a insightful talk on what’s affecting the price of gold. Gold traders spend a lot of time arguing about the usual suspects. Inflation. Real rates. Central bank…

The Fed, the Bond Market, and Why Independence Matters

I spent part of yesterday listening to former Richmond Fed President Jeff Lacker speak about Federal Reserve independence at the Global Interdependence Center’s Central Banking Series: Opportunities and Challenges in a Dynamic Economic Landscape in Nassau, Bahamas…

The Dollar Isn’t Losing Its Throne. It’s Getting New Plumbing

I just got back from the Global Interdependence Center conference on “The U.S. Dollar and Continued Exceptionalism.” One of the most practical—and frankly misunderstood—sessions came from Christopher Waller, a sitting Federal Reserve Governor. This wasn’t a crypto pep rally. It…

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