Tag Archives: Supply shocks

Fed Heads Talking 4 Percent Inflation

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

Ready For 4 Percent CPI By Mid-Year?

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 , , , | 21 Comments