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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Inflation/Deflation
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 Bond Market, Fed, yields
1 Comment
Curse Of The Magazine Cover Strikes Again!
Wow, the Economist had almost perfect timing. After publishing the following cover on Thursday, the Nasdaq 100 is down 7 percent in two days. Regression To The Mean So, is there anything to the Magazine Cover Jinx? We … Continue reading
Two Charts Keeping Us On The Beach
I’ve seen fire and I’ve seen rain. I’ve seen manias the public thought would never end. Until they do. This ain’t our first rodeo. We have seen these types of asset bubbles many times during our career, especially when you … Continue reading
Posted in Equities, Housing, Inflation/Deflation, Uncategorized
Tagged Bubbles, Manias, Recession, Small Cap relative performance
10 Comments
Inflation, Minimum Wages, Suicide, & Karl Marx
Is the rise of the global populism the result of a mismeasurement of inflation? “Look around the world, I see small revolutions everywhere, in France with the gilets jaunes, Brexit in the UK, the election of Trump. I see a … Continue reading
Our Favorite Chart: Core CPI
“Inflation is taxation without legislation” – Milton Friedman How’s that deflation meme working for you? Core CPI’s Cup and Handle Pattern Back in the day, I would be buying that chart hand over fist if it were a stock, bond, … Continue reading
More Monetary Insanity & The Negative Yielding Bond Bubble
Had to get this last one in before we hit the surf. We like to look at the Cleveland Fed’s Median CPI calculation as it removes monthly outliers that can pull the averages up or down. It hit a 10-year … Continue reading
Deflation? Not Even Close
Core CPI consistently prints around 2 percent, the average over the past eight years, with the latest reading of the June core rate coming in at 2.1 percent. Sure, we can find another index to show lower or higher rates … Continue reading
The Gathering Storm In The Treasury Market 2.0
Here it is, folks, the final product. It is a beast. One famous blogger said of it, “This post is so big, you can see it from space.” We hope you take the time to give it a thorough read. … Continue reading
Distorted Inflation Data & Dynamic Pricing
Just bought Bob Woodward’s new book for a birthday gift from Amazon yesterday for $18.00. I tried to buy another one this morning and was quoted a price of $19.32 per book. That’s Venezuela-esque inflation, folks. Works out to … Continue reading
Posted in Inflation/Deflation, Uncategorized
Tagged CPI, Dynamic Pricing, Inflation
Inflation Drives Apple Market Cap To One Trillion Dollars
1012 Apple’s market cap hit 1012 dollars today. Impressive but no pom-poms here at Global Macro Monitor. We would be more impressed if Apple’s main businesses were doing better and the company was more focused on electrical engineering rather than … Continue reading
Posted in Apple, Inflation/Deflation, Innovation, Uncategorized
Tagged Apple, Inflation, Innovations, Trillion dollar market cap
18 Comments
