Topic
Inflation
A collection of 83 issues
Blog: Two services PMIs, Two different stories
Blog: Flash US PMI-More bad news
Blog: "The End is nigh" (of Fed tightening), but don't believe it.
Blog: A Fool's Hope
Newsletter: These are times we need a Two-Handed Economist
" Give me a one-handed economist. All my economists say, 'On one hand . . .', and then 'But on the other...'" -Harry Truman
Blog: Is Stagflation Here?
Blog: Inflation trend is still up
While there was quite a to-do in the markets today because headline inflation didn't fall back as much as expected, worse news was that underlying "core" inflation was universally up continuing an unbroken trend. I'm not talking about the "ex-food and energy"
Blog: "Soft Landing" is off the table
A Bloomberg article today mentioned that Powell has dismissed the possibility of a "soft landing" and is now going for a "growth recession" which sounds like an oxymoron. But it seems to mean that they're hoping for a mild contraction which still does not
Blog: "Peak Inflation" not confirmed
When the Consumer Price Index (CPI) data was released a couple of weeks ago, there was a sentiment of relief. Headline CPI and Core CPI measures had dropped a bit on year-over-year basis, leading many investors and market pundits to hope that we’re close to “peak inflation.” That is,