Monthly Archives: May 2022

“It’s Demand-Driven Not Supply Chain Driven Inflation”

Posted on May 11, 2022 by macromon

#CKStrong Those are the words of Matthew Shay, the CEO of the world’s largest retail trade association on CNBC today (1:07 minutes in).   Does that sound familiar, folks?  Mr. Shay notes the consumer remains strong despite the recent inflation spike.  … Continue reading →

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CPI Inflation’s Big Problem: Housing

Posted on May 10, 2022 by macromon

#CKStrong Updated:  Post-CPI release @ 9:12 pm PT,  May 11, 2022  But the Fed seems to be learning lessons from its 2021 experience. – NY Times The Fed is under a lot of heat for letting inflation get out of … Continue reading →

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The Great Reshoring Of Chip Manufacturing

Posted on May 9, 2022 by macromon

#CKStrong

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How You Know When The Fed Has Lost Control

Posted on May 4, 2022 by macromon

#CkStrong When your fave local coffee house has eliminated the 15 percent gratuity option on Square. That is today relative to a fortnight ago, folks. Racking my brain to find the Gruatity supply chain disruption here. Anyone? Classic case of … Continue reading →

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