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Tag Archives: Inflation
China Notes from the Yum! Brands Earnings Call
Today’s Yum! Brands’ earnings conference call was dominated by China. Management talked a lot about commodity inflation running around 8 percent and 20% labor inflation, which they do not yet see abating. This doesn’t square with the August official inflation … Continue reading
Posted in Black Swan Watch, China, Commodities
Tagged China, Inflation, Wages, Yum! Brands
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Macro Notes from the Kellogg’s Conference Call
We find it fascinating how companies are engaging the consumer. Check out how Kellogg’s is doing it with digital media. The following are direct quotes from company executives from today’s earnings conference call. Digital Media Advertising – “Engaging the Consumer” … Continue reading
Posted in Charts, Commodities, Earnings
Tagged Commodites, Conference Call, Digital Media, Inflation, Kellogg's, Margins
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Week in Review: Is This Time Different?
Not much to say tonight and will point you to a great chart sent to us by our friend Jim Miller. Is it really different this time or are we at the height of a commodity bubble which is about … Continue reading
Posted in Week in Review
Tagged Commodities, Deflaton, European Sovereign Debt Crisis, Inflation
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Chart of the Day: Fed Ownership of the Yield Curve
We’ve updated our chart illustrating the Fed ownership of the U.S. yield curve. We’ve also included the percentage of total maturities the Fed owns in each year from the April 2011 data and December 2010 data. Most of POMO buying … Continue reading
Posted in Bonds, Budget Deficit, Chart of the Day, Commodities, Credit, Sovereign Debt, Sovereign Risk
Tagged Federal Reserve, Inflation, POMO, Treasury Bonds, Yield Curve
1 Comment
The Global Economy’s Unstable Equilibrium
We’ve put together this nice little graphic which reflects our view the global economy is in a very unstable equilibrium and list many of the issues and headwinds it faces. Global economic growth, based on monetary or credit induced asset … Continue reading
Posted in Black Swan Watch, Charts, Economics, Policy, Politics
Tagged Deflation, Global Economy, Inflation, Unstable Equilibrium
6 Comments
Will Higher Prices Show Up in the CPI?
Great ‘toon from the Economist. Maybe the bureaucrats can argue that the higher commodity price component of goods and services is only temporary and can be counted as a surcharge as not be be included in the inflation stats. On … Continue reading
Yuan Set for Almost 10% Real Appreciation in 2010
We find it interesting there is very little mention of China’s real exchange rate in the media. With official inflation in China set to outpace that in U.S. by 5 percent this year, coupled with a nominal appreciation of the … Continue reading
Posted in BRICs, China, Monetary Policy
Tagged China, Exhcange Rate, Inflation, Renminbi, RMB, Yuan
2 Comments
The Store of Value Trade
Commodity prices closed at two year highs. Bloomberg writes, The Reuters/Jefferies CRB Index of 19 raw materials jumped as much as 2.7 percent to 295.17, the highest level since Oct. 15, 2008. Every price advanced. Wheat, soybeans and corn led … Continue reading
Posted in Bonds, Commodities, Credit, Currency, Monetary Policy, News, Policy, Politics
Tagged Commodities, CRB, Inflation, Monetary Policy
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Global Macro Monitor 