Tag Archives: Inflation

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 , , , | 24 Comments

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 , , , | 22 Comments

Stocks On A Long Monetary Leash

M2 Money Stock – Weekly % Year-on-Year Change  Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate.  Not so stunning to see the stock market mania being led and fueled by … Continue reading

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

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

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

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

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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

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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