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Reflation

A collection of 50 issues

Blog: The Powell Diet

Last November I went on a diet plan to lose 15 pounds. The first week I lost 4 pounds, and I was very happy. But after that it was slow going. I plateaued at around 6 pounds and stayed there a while. Those who’ve gone on diets know the

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

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: "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,

Blog: The two PMIs and the Fed

The Purchasing Managers Index (PMI) is a measure of manufacturing activity that has become widely followed in the last five years or so. I’ve used PMI data in research for some time, though. I’ve always liked the PMI, because it gives us a view of the economy from

Blog: Inflation checklist-Back to the future

I started in the investment business in May 1978, when I transferred to the investment department from the “data processing” department at the insurance company where I worked. Inflation had been rising for some time. I’d already seen the OPEC oil embargo of 1973, though I was a student