Tag Archives: Inflation

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

Posted in Coronavirus, Uncategorized | Tagged , , | 1 Comment

Gold’s Tower Of Terror Trade & The Coming Of Stagflation

I was just explaining to a close friend earlier today how gold can sometimes be a “Tower of Terror” trade where the bottom falls out of the price for no apparent reason.  In addition, the metal is mainly driven by … Continue reading

Posted in Gold, Uncategorized | Tagged , | Leave a comment

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

Posted in Bonds, Inflation/Deflation, Uncategorized | Tagged | Leave a comment

Is Real Populism On The Way?

The new cover of Time thinks so. Real populism is usually rooted in left-wing economic policies of soaking the rich, import-substitution trade policies and zero concern of protecting the wealth of the elites, which is mostly held in the financial genre of … Continue reading

Posted in Populism, Uncategorized | Tagged , , | Leave a comment

BFTP: How to Become a Trillionaire And Other Thoughts

BTFP:  Blast From The Past Time to repost our piece from January 2017, almost two weeks before the Trump administration took power. We hit the big topics back then which are now making headlines today:  1)  Modern Monetary Theory;  2)  … Continue reading

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , , , | 1 Comment

Inflation With A Draghi Tatoo?

Draghi: QE is part of our toolbox and can be considered to be useable by the Governing Council in contingencies. We’ve always considered this and it has now been sanctioned by the ECJ — European Central Bank (@ecb) December 13, … Continue reading

Posted in Banking, Monetary Policy, Uncategorized | Tagged , , , , | 2 Comments

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 , ,

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 , , , | 18 Comments

QOTD: Paul Tudor Jones

Note, no mention of “recession”, the trigger for the cheerleaders.  The bear market of    1962 and 1987 occurred with robust economic growth. You look at every bear market and they’ve always basically occurred because of an uptick in inflation … Continue reading

Posted in Inflation/Deflation, Interest Rates, Uncategorized | Tagged , , , , | Leave a comment

Inflation Rising…Super Spike In Yields Coming?

Yield curve flattening trades will flatten you in the next six months.  The march toward 4 percent on the 10-year will continue after record shorts square up positions just a little bit more. Inflation moving higher. Moreover, the supply/demand flow … Continue reading

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