Category Archives: Inflation/Deflation

QOTD 2.0: More Inflation Cometh

The question is:  Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages.  Hmm….  And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading

Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases | Tagged , | 2 Comments

QOTD: Inflation Cometh

The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading

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Inflation Runs Hot, Hot, Hot

CPI out this morning,  up 0.6 percent for January, more than double the 0.3 percent that was expected.  The hottest number since February 2013.  The main culprit was the rise in the cost of gasoline, which accounted for half the … Continue reading

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World Consumer Inflation Rates

We have ranked the world’s 2016 consumer inflation rates by country in the ginormous table below.  The data are from the October 2016 IMF’s World Economic Outlook database.  Note, 2016 are IMF estimates. But, first, check out the low inflation, … Continue reading

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Deflation trade deflates – FT

Investors are retreating from the deflation scare that dominated world markets earlier in the year, reports John Authers. But is this merely a correction, or the beginning of a longer trend? For more video content from the Financial Times, visit … Continue reading

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Deflation: transitory? – FT

On the day the eurozone officially dropped into deflation, John Authers looks at growing market worries about disinflation in the US. Will the oil price fall prove to be transitory? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here … Continue reading

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Quote of the Day

The Internet is the most deflationary invention of all time  – Todd Harrison,  Minyanville 

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The Ultimate Relative Price Change

This chart from Mark Perry goes a long way in capturing the decline in purchasing power of many Americans as the population ages (and gets heavier).   We suspect the relative price shift is not fully captured in the Consumer Price … Continue reading

Posted in Inflation/Deflation, Innovation | Tagged , , | 1 Comment

QE3 Will Complicate Global Food Crisis

There is no doubt in our minds that some of the QE3 liquidity will leak into agricultural commodities.  In addition, a portfolio reallocation will take place as investors look to protect their purchasing power through buying finite “things.” This will … Continue reading

Posted in Commodities, Demographics, Geopolitical, Inflation/Deflation, Monetary Policy, Video | Tagged , , | Leave a comment

Parabolic Moves and Gold

The Fed finds itself extremely unlucky once again as it talks up quantitative easing while food prices, mainly wheat and corn,  are making a parabolic and historic move as crops suffer from extreme drought.   You can’t prove causation with … Continue reading

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