Category Archives: Inflation/Deflation

Larry Summers On Inflation

Posted on May 21, 2022 by macromon

Rate hikes can slow the flow of endogenous money (market and credit-based), but there is too much base money (central bank created) in the global economy.  Much of the supply chain disruptions are from too much demand swamping supply capacity.  … Continue reading →

Posted in Inflation/Deflation, Uncategorized | Leave a comment

Hamburger Inflation: Input Costs

Posted on May 19, 2022 by macromon
Posted in Commodities, Food Prices, Inflation/Deflation, Uncategorized | Tagged , , | Leave a comment

CPI Food Inflation: Carnivores In Pain

Posted on March 10, 2022 by macromon

#CKStrong Here’s the raw data from this morning’s CPI release. Make your inferences. The percentage change in the Consumer Price Index for all items was up 0.8percent in February and 7.9 percent y/y. All food items were up 1.0 percent … Continue reading →

Posted in Inflation/Deflation | 1 Comment

Inflation: The Road Ahead For The Rest Of 2022

Posted on February 19, 2022 by macromon

#CKStrong A reasonably informative video below, especially regarding inflation. Not much mention of the growth of money driving excess demand, however. M2 (thanks to the great Ed Yardeni for the charts) is still growing over 10 percent, in the U.S. … Continue reading →

Posted in Inflation/Deflation, Interest Rates, Monetary Policy | Leave a comment

QOTD: And There Is Blood

Posted on November 3, 2021 by macromon

#CKStrong Inflation is way too high given exremely easy financial and monetary conditions.  There will be blood…The Democrats should begin to worry. – GMM,  June 11, 2021

Posted in Inflation/Deflation, Uncategorized | 1 Comment

Fed Heads Talking 4 Percent Inflation

Posted on April 8, 2021 by macromon

Fed's Kashkari says he would not panic if he saw a 4% inflation rate-BBG — LongConvexity (@LONGCONVEXITY) April 8, 2021 The bond market might, however, assuming Kashkari’s  quote is true. We are reposting a piece, which we recieved tremendous pushback … Continue reading →

Posted in Employment, Equities, Inflation/Deflation | Tagged , , , | 24 Comments

The Macro Factors Driving The Covid Economy In Two Charts

Posted on March 8, 2021 by macromon

Here’s a couple of interesting and surprising charts, which explain what has been driving the COVID economy and why the U.S. economy is set up for monster growth over the next few quarters. When the economy fully reopens, we suspect … Continue reading →

Posted in Disinflaton, Inflation/Deflation | Tagged , , | 18 Comments

Ready For 4 Percent CPI By Mid-Year?

Posted on February 9, 2021 by macromon

Starting to hear lots of talk about inflation these days, something we have been seeing in the pipeline for the past six months. Input price inflation accelerated to a near-decade high in January. Costs increased to the greatest extent since … Continue reading →

Posted in Employment, Equities, Inflation/Deflation | Tagged , , , | 26 Comments

QOTD: Inflationary Pressure In The Pipeline

Posted on November 12, 2020 by macromon

QOTD = Quote of the Day Inflationary pressures have started to return to the manufacturing sector, with October seeing the first – albeit slight – increases in both input costs and output prices since the first half of 2019. Demand … Continue reading →

Posted in Germany, Inflation/Deflation | Tagged , | Leave a comment

Trump & Co Must Abandon The Stock Market To Save It

Posted on March 12, 2020 by macromon

No bottom in stocks or the economy until the test kits are ubiquitous.   We believe markets want an aggressive plan and action to treat the disease rather than focusing on the symptoms. Then markets will take care of themselves and … Continue reading →

Posted in Bonds, Equities, Inflation/Deflation, Interest Rates, Uncategorized | Tagged , , | 1 Comment