Blog: Monetary Inflation May be Waking Up
As supply side inflation falls, monetary inflation may be rising.
Topic
Inflation
A collection of 86 issues
Blog: The Fractal Market Hypothesis and Optimism
Is the news good enough to follow the crowd?
Blog: Some Good News on the Inflation Front
I often feel like I'm Doctor Doom these days. So I'm happy to report some good news. You probably noticed that while most analysts have credited the Fed rate hikes with bringing down inflation, I haven't been convinced that's the case. The
Blog: Macro Changes This Way Come
Indicators are turning, signaling difficult times ahead.
Blog: Inflation glide path - Linear or Non-linear?
When it comes to inflation, investors are using "two dimensional thinking"
Blog: Is the Yield Curve un-inverting or steepening? What would George Carlin say?
Whichever you prefer, its not good news.
Blog: Glass half-empty/full paradox comes to the markets
It's not how the market glass looks, but how it got there that matters.
Blog: The Murphy's Law Approach to risk management
The expert knows more and more about less and less until he knows everything about nothing. -Mahatma Gandhi
Blog: When good news is bad news
When good news is bad news, the market is priced for perfection. Market conditions have turned Fragile.
Blog: Implied Vols may be losing their power
In the Market Uncertainty State Indicator (MUSI), I use implied volatility indices to measure equity risk, and an additional one for liquidity risk. They are the S&P VIX, the EuroStoxx VSTOXX, and the Oil OVX. For liquidity I combine these with the MOVE index, a measure of US