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Tag Archives: CPI
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
Posted in Employment, Equities, Inflation/Deflation
Tagged CPI, Inflation, Job losses, Supply shocks
24 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 CPI, Inflation, Job losses, Supply shocks
29 Comments
Shocked, Shocked To Find Inflation Going On Here
The index for all items less food and energy rose 0.6 percent in July, its largest increase since January 1991. The index for motor vehicle insurance increased sharply in July, as it did the previous month. The indexes for shelter, … 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
Comments Off on Distorted Inflation Data & Dynamic Pricing
Lies, Damned Lies, And Statistics…And The CPI
The first three of those words are attributed to the British Prime Minister, Benjamin Disraeli, and also sometimes associated with Mark Twain. You know our skepticism of most government data, especially the BLS calculation of inflation in consumer goods and … Continue reading
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
U.S. Economic Data Releases – June 14
Econoday reports, CPI – Down 0.3% on Energy, Core Remains Elevated CPI inflation in May turned negative on continued significantly lower energy costs. Meanwhile, the core rate held steady and moderately warm. The consumer price index fell 0.3 percent in … Continue reading
Components of the Official U.S. Inflation Rate
(click here if charts are not observable)
Will Higher Prices Show Up in the CPI?
Great ‘toon from the Economist. Maybe the bureaucrats can argue that the higher commodity price component of goods and services is only temporary and can be counted as a surcharge as not be be included in the inflation stats. On … Continue reading
Trend Reversal in Apparel Prices?
Good piece in the USA Today about the headwinds the clothing industry is facing and the expected reversal of the almost 20-year decline in apparel prices. The USA Today/AP reports, Clothing prices have dropped for a decade as tame inflation … Continue reading
Posted in BRICs, Charts, China, Commodities, Economics, Technology
Tagged Apparel Prices, CPI, NAFTA, Trade
3 Comments