Tag Archives: Inflation

Inflation Drives Apple Market Cap To One Trillion Dollars

Posted on August 2, 2018 by macromon

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

Posted on May 8, 2018 by macromon

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 →

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Inflation Rising…Super Spike In Yields Coming?

Posted on May 1, 2018 by macromon

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 →

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Lies, Damned Lies, And Statistics…And The CPI

Posted on February 15, 2018 by macromon

The first three of those words are attributed to the British Prime Minister,  Benjamin Disraeli, and also sometimes associated with Mark Twain. You know our skepticism of most government data, especially the BLS calculation of inflation in consumer goods and … Continue reading →

Posted in Inflation/Deflation, Uncategorized | Tagged , | 125 Comments

What’s The Matter With Inflation?

Posted on September 29, 2017 by macromon

What’s The Matter Kansas  inflation? The divergence of official inflation as measured by the government versus inflation realized by the consumer and businesses has never been greater, in our opinion.   Go ask anybody on the street in America and … Continue reading →

Posted in Inflation/Deflation, Uncategorized | Tagged , , | 25 Comments

Deflation Or Change In Relative Prices?

Posted on September 3, 2017 by macromon

Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation.  It appears many can’t distinguish between the difference between … Continue reading →

Posted in Crude Oil, Energy, Uncategorized | Tagged , , , , | 7 Comments

QOTD: Super Mario Speaks

Posted on June 27, 2017 by macromon

“Deflationary forces have been replaced by reflationary ones.”  – Mario Draghi

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

Of Course, There’s No Inflation. NOT!

Posted on June 13, 2017 by macromon

Okay,  before the emails hit – it’s peak load pricing or a relative price increase. There, satisfied? Buyer pays $133K for two courtside tickets to Game 5 of NBA Finals A person paid $133,000, including fees, for two floor seats … Continue reading →

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QOTD 2.0: More Inflation Cometh

Posted on April 28, 2017 by macromon

The question is:  Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages.  Hmm….  And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading →

Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases | Tagged , | 2 Comments

QOTD: Inflation Cometh

Posted on April 28, 2017 by macromon

The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading →

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