Category Archives: Inflation/Deflation

Larry Summers On Inflation

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

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Hamburger Inflation: Input Costs

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CPI Food Inflation: Carnivores In Pain

#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

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Inflation: The Road Ahead For The Rest Of 2022

#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

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QOTD: And There Is Blood

#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

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Fed Heads Talking 4 Percent Inflation

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

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The Macro Factors Driving The Covid Economy In Two Charts

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?

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

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

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Trump & Co Must Abandon The Stock Market To Save It

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