Tag Archives: Inflation

Follow The Capital Flows

Posted on June 17, 2024 by macromon

According to IMF data reported by Bloomberg News, despite global calls to diversify away from the dollar, the U.S. has attracted a significant share of international investment post-Covid. The U.S. share of global investment flows rose from 18% pre-pandemic to … Continue reading →

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

Global Risk Monitor: Week In Review – May 24

Posted on May 25, 2024 by macromon

According to the Chicago Fed’s National Financial Conditions Index (NFCI), national financial conditions have eased significantly. Financial conditions are looser than when the Fed began its tightening cycle in March 2022, with the NFCI at levels last seen in November … Continue reading →

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

Can The Fed Cut Rates w/ Financial Conditions So Easy?

Posted on January 28, 2024 by macromon

The Fed’s attempt to tighten monetary policy is being cannibalized by the private sector’s accelerated easing of financial conditions through market-based financial instruments.  The following chart is simply stunning.    Since the Fed began its monetary tightening campaign in March … Continue reading →

Posted in Uncategorized | Tagged , , , , | 9 Comments

Memo to Wall Street:  The Monetary Cavalry Ain’t Coming

Posted on August 31, 2022 by macromon

For the past 25 years, markets have depended on central banks to bail them out because of the delusion that “inflation had been vanquished to the dustbin of history.” Even after the Jay Powell smackdown, we still hear talk of … Continue reading →

Posted in Inflation/Deflation, Monetary Policy, Uncategorized | Tagged , , , , | 22 Comments

How The U.S. Made Inflation Worse

Posted on August 16, 2022 by macromon

Not a bad primer video from CNBC on the Fed’s policy mistakes, which we all are now, literally, paying for. I would add that monetary policy is a black box, mainly because we can’t define the money supply, much less … Continue reading →

Posted in Inflation/Deflation, Monetary Policy | Tagged , , | 21 Comments

History Is Not On Inflation’s (or the Fed’s) Side

Posted on August 4, 2022 by macromon

CPI inflation hit 9.1 percent in June.  The FinMedia is quick to point out it was “the highest level in more than forty years,”   We doubt you will hear (at least from them) any context or the rest of the … Continue reading →

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

Hamburger Inflation: Input Costs

Posted on May 19, 2022 by macromon
Posted in Commodities, Food Prices, Inflation/Deflation, Uncategorized | Tagged , , | Leave a comment

Fed Heads Talking 4 Percent Inflation

Posted on April 8, 2021 by macromon

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

Posted on March 8, 2021 by macromon

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?

Posted on February 9, 2021 by macromon

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 , , , | 29 Comments