Tag Archives: Inflation

QOTD: Paul Tudor Jones

Note, no mention of “recession”, the trigger for the cheerleaders.  The bear market of    1962 and 1987 occurred with robust economic growth. You look at every bear market and they’ve always basically occurred because of an uptick in inflation … Continue reading

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Inflation Rising…Super Spike In Yields Coming?

Yield curve flattening trades will flatten you in the next six months.  The march toward 4 percent on the 10-year will continue after record shorts square up positions just a little bit more. Inflation moving higher. Moreover, the supply/demand flow … Continue reading

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Lies, Damned Lies, And Statistics…And The CPI

The first three of those words are attributed to the British Prime Minister,  Benjamin Disraeli, and also sometimes associated with Mark Twain. You know our skepticism of most government data, especially the BLS calculation of inflation in consumer goods and … Continue reading

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What’s The Matter With Inflation?

What’s The Matter Kansas  inflation? The divergence of official inflation as measured by the government versus inflation realized by the consumer and businesses has never been greater, in our opinion.   Go ask anybody on the street in America and … Continue reading

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Deflation Or Change In Relative Prices?

Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation.  It appears many can’t distinguish between the difference between … Continue reading

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QOTD: Super Mario Speaks

“Deflationary forces have been replaced by reflationary ones.”  – Mario Draghi

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Of Course, There’s No Inflation. NOT!

Okay,  before the emails hit – it’s peak load pricing or a relative price increase. There, satisfied? Buyer pays $133K for two courtside tickets to Game 5 of NBA Finals A person paid $133,000, including fees, for two floor seats … Continue reading

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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

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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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