-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,222 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: Inflation
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 Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
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
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
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
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
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
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 Debt, dollar, Hyperinflation, Inflation, Monetary Policy
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 ECB, Inflation, Mario Draghi, People's QE, QE
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 CPI, Dynamic Pricing, Inflation
Comments Off on Distorted Inflation Data & Dynamic Pricing
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 Apple, Inflation, Innovations, Trillion dollar market cap
18 Comments
