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Category Archives: Inflation/Deflation
Inflation Runs Hot, Hot, Hot
CPI out this morning, up 0.6 percent for January, more than double the 0.3 percent that was expected. The hottest number since February 2013. The main culprit was the rise in the cost of gasoline, which accounted for half the … Continue reading
World Consumer Inflation Rates
We have ranked the world’s 2016 consumer inflation rates by country in the ginormous table below. The data are from the October 2016 IMF’s World Economic Outlook database. Note, 2016 are IMF estimates. But, first, check out the low inflation, … Continue reading
Posted in Inflation/Deflation, Uncategorized
Tagged Data, IMF, WEO, World Inflation Rates
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Deflation trade deflates – FT
Investors are retreating from the deflation scare that dominated world markets earlier in the year, reports John Authers. But is this merely a correction, or the beginning of a longer trend? For more video content from the Financial Times, visit … Continue reading
Deflation: transitory? – FT
On the day the eurozone officially dropped into deflation, John Authers looks at growing market worries about disinflation in the US. Will the oil price fall prove to be transitory? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here … Continue reading
Quote of the Day
The Internet is the most deflationary invention of all time – Todd Harrison, Minyanville
Posted in Inflation/Deflation, Quote of the Day
Tagged Deflation, Internet, Todd Harrison
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The Ultimate Relative Price Change
This chart from Mark Perry goes a long way in capturing the decline in purchasing power of many Americans as the population ages (and gets heavier). We suspect the relative price shift is not fully captured in the Consumer Price … Continue reading
Posted in Inflation/Deflation, Innovation
Tagged Electronic prices, Health Care Costs, Real Wages
1 Comment
QE3 Will Complicate Global Food Crisis
There is no doubt in our minds that some of the QE3 liquidity will leak into agricultural commodities. In addition, a portfolio reallocation will take place as investors look to protect their purchasing power through buying finite “things.” This will … Continue reading
Posted in Commodities, Demographics, Geopolitical, Inflation/Deflation, Monetary Policy, Video
Tagged Fareed Zakaria, Global Food Crisis, QE3
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Parabolic Moves and Gold
The Fed finds itself extremely unlucky once again as it talks up quantitative easing while food prices, mainly wheat and corn, are making a parabolic and historic move as crops suffer from extreme drought. You can’t prove causation with … Continue reading
Posted in Black Swan Watch, Commodities, Gold, Inflation/Deflation
Tagged Corn, CRB, Federal Reserve, Gold, Quantitative Easing, Wheat
1 Comment
China Inflation at 29-month Low
Bloomberg reports, China’s consumer-price inflation eased to a 29-month low in June, giving Premier Wen Jiabao more room to relax economic policies after the second interest-rate cut in a month. The consumer price index rose 2.2 percent from a year … Continue reading
Where The Inflating Things Are
On the eve of the Fed’s FOMC two-day meeting we thought this chart illustrating what is inflating in the U.S. consumer basket very relevant. Don’t see much deflation x/ energy and the core CPI (x/ food and energy) remains stuck … Continue reading
Global Macro Monitor 