Browse Stacks: Business: Inflation
2022-06-29_05-32-24.jpg (500×357)
GDP deflator—the mother of all inflation measures—-got re-pinned to +8.2%. That’s the highest gain since June 1981!
1
inflation expectations and gold stocks
It's wrongheaded, but the inflation bugs are damaging gold stocks once again as inflation rolls over. Hint: you ne...
1
T-Bill yield up, RINF down today – Notes From the Rabbit Hole
Curious divergence today as 3 mo. T-bill yield is up, inflation expectations tracker down.
fredgraph.png (700×866)
Purchasing Power of Consumer Dollar Since December 2019
3
2022-06-01_10-31-17.jpg (991×650)
And longer-term, the trend towards stagflation could not be clearer...
fredgraph.png (700×718)
Y/Y Trimmed Mean CPI, January 2019-April 2022
1
88i1jn323n091.jpg (640×852)
fredgraph.png (700×818)
CPI Indexed To January 1995
fredgraph.png (700×818)
1
Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? I didn't think so.
1
2022-05-10.png (1280×630)
3
fredgraph.png (700×718)
Y/Y Change In CPI For Consumer Electricity, 2012-2022
1
fredgraph.png (700×718)
Index of Inflation-Adjusted Private Sector Hourly Wages, April 2020=100
2022-04-12_05-39-28.jpg (1006×628)
The 1.2% MoM rise is the biggest since Sept 2005
2022-04-12_05-33-44.jpg (1004×642)
"Extraordinary" - US Consumer Prices Soar At Fastest In Over 40 Years
1
alt-cpi-home2.gif (425×250)
US-Used-vehicle-2022-04-08-Manheim-value-index.png (525×402)
zillow rents up.jpg (554×420)
1-3 inflkation expo.jpg (1271×612)
german inflation 3.30_0.png (1280×662)
German Retailers To Increase Food Prices By 20-50% On Monday
fredgraph.png (770×620)
Y/Y Change In PCE Deflator: Services Versus Durable Goods, 2012-2021
fredgraph.png (700×818)
Highest in 40 years, thanks to Jerome
2022-03-31_05-35-00.jpg (951×618)
Fed's Favorite Inflation Indicator Surges To 40 Year High In Feb As Real Spending Shrinks
1
fredgraph.png (700×718)
Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
2
US and euro area inflation.jpg (894×390)
Pretty magical how the experts say inflation will be peaking, oh, right about NOW and then magically vanish.
1
Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Continuum... do or die baby! Do or die...
US-CPI_federal-funds-rate-2022-03-12-minus-CPI.png (525×413)
2022-03-11_11-00-27.jpg (861×461)
2
2022-03-10_05-35-52.jpg (861×460)
US Consumer Prices Are Rising At Their Fastest Pace In Over 40 Years
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Jerome Powell Joined The Fed In May 2012
3
inflation expectations and commodities
Inflation expectations making a move to get back on message w/ CRB index.
Gold/Silver ratio continues to diverge the inflation trades | No...
Why is the Fed so aggressively out hawking in the media? Because, this... (they're behind the curve).
2022-02-15_05-30-43.jpg (995×562)
US Producer Price Inflation Unexpectedly Remains Near Record Highs In Jan
2
inflation biden_6.jpg (761×429)
1
silver gold ratio
Silver/Gold ratio: lose this area and go dis-inflationary (at best). Hold it and turn up and it's inflation 'on'.
1
Gold and inflation | Notes From the Rabbit Hole
You know, there are times when it's good to have gold for inflation. Just not as often as perma-bugs think. But if...
2
2772f8jorpc81.jpg (640×457)
Precious Metals bounce; no sign of speculative froth | Notes Fro...
With silver bugs well muted, there is little sign of speculative froth going on in the precious metals bounce.
US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-...
1
yield curve
Yield curve shows current Goldilocks flattener with 2022 to either stay that way (unlikely), morph to higher inflatio...
A look at inflationary dynamics through the lens of TSX-V/TSX |...
TSX-V/TSX ratio currently shows cooling inflation spec trades.
bdi
BDI continues flashing negative for inflation/inflation trades...
slopechart_LE.jpg
Lands End -- The End
FGlpFStXIAM5eBv (517×367)
1
2021-12-14_05-31-55.jpg (1010×620)
US Producer Prices Explode To Record High In November
fredgraph.png (950×720)
Y/Y CPI Inflation Versus 10-Year UST Yield, 1982-2021
earnings1.jpg (1280×908)
Inflation beating wage growth
inflation political problem.jpg (860×445)
fredgraph.png (700×718)
Loss of Consumer Purchasing Power, 2000-2021
slopechart_IEF.jpg
7-10 Year Treasury Bond ETF breakdown today
1
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
1
baltic dry index, inflation expectations
A negative forward indicator for inflation and thus, the inflation trades as BDI drops hard.
image (64).png (1260×700)
US Consumer Prices Are Spiking At Their Fastest In 40 Years
2
fredgraph.png (1168×720)
Y/Y Change In Producer Price Index, All Commodities
FDbYGNdXoAcbBGU (700×500)
Food costs surging
5
bofa transitory inflation meter.jpg (574×370)
One Bank's "Persistent Inflation" Meter Just Hit A Record 96 Out Of 100
2
citi inflation surprise index 2.jpg (1269×684)
Snag_8eadc79.png (953×656)
More transitory inflation.
1
aihspiuo93t71.png (500×532)
Ny Fed 3Y inflation exp_1.jpg (1280×649)
fredgraph.png (700×718)
rinf (inflation expectations)
Inflation expectations ETF... err, bullish.
1
gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
slopechart_NTR.jpg
Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
CPI-Inflation-Deficit-090521.png (809×483)
fredgraph.png (900×470)
YoY Change In 16% Trimmed Mean CPI, 1993-2021
fredgraph.png (700×718)
2
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
Is next phase inflationary or deflationary? The inverted right side shoulder or lack thereof will tell.
1
core PCE 8.26.jpg (1260×652)
PCE came in at 6.1%, in line with expectations, and the highest since Q3 1983.
gold/spx ratio
Until inflation sensitive cyclical items top out vs. gold risk remains 'on'.
yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
bfm9D9A.jpg (979×564)
PPI Soaring
slopechart_USO.jpg
Possible convergence around 62. Currently a shade below 50. Possible indicator of ongoing material inflation.
fredgraph.png (1000×720)
Inflation-Adjusted NASDAQ 100 Versus Real GDP, 1995-2021
1
fredgraph.png (750×568)
YoY Change In CPI, 1971-1987
2
tyx
Was today the low in the 30yr yield's right side shoulder? If so, get ready for a change in this week's tone. If n...
1
transitory hyper 1.jpg (707×317)
One Bank's Non-Transitory Inflation Meter Just Exploded
fredgraph.png (900×570)
Real GDP Growth Versus Inflation, 1921-1929
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Camp David, August 1971
1
fredgraph.png (700×718)
CPI Versus Core PCE Deflator, 2000-2021
1
transitory hyperinflation.jpg (707×718)
2
fredgraph.png (900×600)
Overall CPI Versus Durables Index, 1956-2020
1
fredgraph.png (900×620)
Labor Hours At Average Hourly Wage To Purchase A Median-Priced Home, 1965-2020
1
slopechart_VNQ.jpg
VNQ will break loose above 100 late this Summer.
slopechart_USO.jpg
My mind has been changed on inflation. Feel free to enjoy the panic!
Continuum to… Continue? | Notes From the Rabbit Hole
30yr yield is breaking a fl...
slopechart_USO.jpg
No wonder there isn't more concern about inflation. Commodities aren't even above the pre-COVID level in index pr...
cpi & ppi
Screwing the consumer over decades is one thing, but let manufacturing costs (PPI) get out of hand and it's a whol...
An Inflationary Slingshot | Notes From the Rabbit Hole
Here is the engine of a coming Stagflation... producer prices (PPI).
An Inflationary Slingshot | Notes From the Rabbit Hole
Inflationary boom is cost-PUSHING Stagflation into the economy after Fed's reaction to COVID-19.
30 year treasury yield
The inflation is going to fail. The question is when?
5 year inflation rate
The inflation is going to fail. The question is when?
yield curve
If you're gonna get the markets right you gotta get the macro right. Here's one such macro map needed.
asset price inflation.jpg (784×534)
gold/silver ratio
With the Gold/Silver ratio counter-trend bouncing w/ USD the indication is for a temporary interruption of global...
1
silver/gold ratio
"It is 2003" says the Silver/Gold ratio. The first impulsive move is 2020 and the likely inflation to follow could...
fredgraph.png (950×620)
The actual inflation rate is ALREADY 2%
1
slopechart_TIP.jpg
Here's a TIP, there is no inflation, right?
1
silver gold ratio
Silver/Gold ratio wave 5 beginning as the macro reflation labors on.
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
1