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Tag Archives: Inflation
Leading Economic Indicators
Updated: Thursday, July 18, 2024 Using the Composite Indexes: The Leading Economic Index (LEI) provides an early indication of significant turning points in the business cycle and where the economy is heading in the near term. The Coincident Economic Index (CEI) provides an indication of the … Continue reading
King Dollar Drives Yen to 38-year Low
The Japanese yen’s dramatic decline underscores the powerful influence of the Federal Reserve on global markets. Japanese authorities find their intervention efforts ineffective as the yen touched a 38-year low against the dollar. The persistent strength of the US dollar, … Continue reading
How America Spends vs. How American Spent
Over the past fifty years, American household spending has significantly changed due to technological advancements, globalization, and evolving socio-economic factors. Housing costs have dramatically increased, consuming 27% of household budgets today compared to 19% in 1984, fueled by the chronic … Continue reading
Follow The Capital Flows
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
Global Risk Monitor: Week In Review – May 24
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
Can The Fed Cut Rates w/ Financial Conditions So Easy?
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 Economy, Federal Reserve, finance, Inflation, Stock Market
9 Comments
Memo to Wall Street: The Monetary Cavalry Ain’t Coming
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 ECB, Fed, Inflation, Monetary Policy, Real Fed Funds
22 Comments
How The U.S. Made Inflation Worse
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 Fed mistake, Inflation, Monetary Policy
21 Comments
History Is Not On Inflation’s (or the Fed’s) Side
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 Fed, Inflation, Monetary Policy
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Global Macro Monitor 