Blog: Monetary Inflation May be Waking Up
As supply side inflation falls, monetary inflation may be rising.
Topic
Reflation
A collection of 53 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: 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.
Newsletter: Is the bond market going wayback?
A recent article in the Wall Street Journal suggested that it might be a good time to discuss the Inflation Level Regime Indicator (ILRI) and what it means for bond yields. In that article the author says that the "rule of thumb was that 10-year Treasury yields should be
Blog: Central Banks and "The Logic of Failure."
Studies of complex decision making may help us understand future monetary policy.
Blog: Sandpile Monetary Policy and Inflation
Do the dynamics of sandpiles and complexity theory tell us something about monetary policy?
Blog: Hard, soft or aborted landing revisited
Back at the end of February I proposed an "aborted landing" as an alternative to a hard landing (a nice way of describing a crash) or a soft landing for the economy. At the time a "no landing" scenario was also preposed by many analysts. But