Browse Stacks: Business: Inflation


2022-06-29_05-32-24.jpg (500×357)
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!
Tim Knight
1
inflation expectations and gold stocks
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...
NFTRH
1
T-Bill yield up, RINF down today – Notes From the Rabbit Hole
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.
NFTRH
fredgraph.png (700×866)
fredgraph.png (700×866)
Purchasing Power of Consumer Dollar Since December 2019
Tim Knight
3
2022-06-01_10-31-17.jpg (991×650)
2022-06-01_10-31-17.jpg (991×650)
And longer-term, the trend towards stagflation could not be clearer...
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Trimmed Mean CPI, January 2019-April 2022
Tim Knight
1
88i1jn323n091.jpg (640×852)
88i1jn323n091.jpg (640×852)
Tim Knight
fredgraph.png (700×818)
fredgraph.png (700×818)
CPI Indexed To January 1995
Tim Knight
fredgraph.png (700×818)
fredgraph.png (700×818)
Tim Knight
1
Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? I didn't think so.
NFTRH
1
2022-05-10.png (1280×630)
2022-05-10.png (1280×630)
Tim Knight
3
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Change In CPI For Consumer Electricity, 2012-2022
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Index of Inflation-Adjusted Private Sector Hourly Wages, April 2020=100
Tim Knight
2022-04-12_05-39-28.jpg (1006×628)
2022-04-12_05-39-28.jpg (1006×628)
The 1.2% MoM rise is the biggest since Sept 2005
Tim Knight
2022-04-12_05-33-44.jpg (1004×642)
2022-04-12_05-33-44.jpg (1004×642)
"Extraordinary" - US Consumer Prices Soar At Fastest In Over 40 Years
Tim Knight
1
alt-cpi-home2.gif (425×250)
alt-cpi-home2.gif (425×250)
Tim Knight
US-Used-vehicle-2022-04-08-Manheim-value-index.png (525×402)
US-Used-vehicle-2022-04-08-Manheim-value-index.png (525×402)
Tim Knight
zillow rents up.jpg (554×420)
zillow rents up.jpg (554×420)
Tim Knight
1-3 inflkation expo.jpg (1271×612)
1-3 inflkation expo.jpg (1271×612)
Tim Knight
german inflation 3.30_0.png (1280×662)
german inflation 3.30_0.png (1280×662)
German Retailers To Increase Food Prices By 20-50% On Monday
Tim Knight
fredgraph.png (770×620)
fredgraph.png (770×620)
Y/Y Change In PCE Deflator: Services Versus Durable Goods, 2012-2021
Tim Knight
fredgraph.png (700×818)
fredgraph.png (700×818)
Highest in 40 years, thanks to Jerome
Tim Knight
2022-03-31_05-35-00.jpg (951×618)
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
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
Tim Knight
2
US and euro area inflation.jpg (894×390)
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.
Tim Knight
1
Fed not hawkish; hellflation or liquidation ahead | Notes From the Rabbit Hole
Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Continuum... do or die baby! Do or die...
NFTRH
US-CPI_federal-funds-rate-2022-03-12-minus-CPI.png (525×413)
US-CPI_federal-funds-rate-2022-03-12-minus-CPI.png (525×413)
Tim Knight
2022-03-11_11-00-27.jpg (861×461)
2022-03-11_11-00-27.jpg (861×461)
Tim Knight
2
2022-03-10_05-35-52.jpg (861×460)
2022-03-10_05-35-52.jpg (861×460)
US Consumer Prices Are Rising At Their Fastest Pace In Over 40 Years
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Jerome Powell Joined The Fed In May 2012
Tim Knight
3
inflation expectations and commodities
inflation expectations and commodities
Inflation expectations making a move to get back on message w/ CRB index.
NFTRH
Gold/Silver ratio continues to diverge the inflation trades | Notes From the Rabbit Hole
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).
NFTRH
2022-02-15_05-30-43.jpg (995×562)
2022-02-15_05-30-43.jpg (995×562)
US Producer Price Inflation Unexpectedly Remains Near Record Highs In Jan
Tim Knight
2
inflation biden_6.jpg (761×429)
inflation biden_6.jpg (761×429)
Tim Knight
1
silver gold ratio
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'.
NFTRH
1
Gold and inflation | Notes From the Rabbit Hole
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...
NFTRH
2
2772f8jorpc81.jpg (640×457)
2772f8jorpc81.jpg (640×457)
Tim Knight
Precious Metals bounce; no sign of speculative froth | Notes From the Rabbit Hole
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.
NFTRH
US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-household-.png (500×426)
US-consumer-PCE-2021-12-23-personal-income-salaries-real-v-nominal-...
Tim Knight
1
yield curve
yield curve
Yield curve shows current Goldilocks flattener with 2022 to either stay that way (unlikely), morph to higher inflatio...
NFTRH
A look at inflationary dynamics through the lens of TSX-V/TSX | Notes From the Rabbit Hole
A look at inflationary dynamics through the lens of TSX-V/TSX |...
TSX-V/TSX ratio currently shows cooling inflation spec trades.
NFTRH
bdi
bdi
BDI continues flashing negative for inflation/inflation trades...
NFTRH
slopechart_LE.jpg
slopechart_LE.jpg
Lands End -- The End
DadTrader
FGlpFStXIAM5eBv (517×367)
FGlpFStXIAM5eBv (517×367)
Tim Knight
1
2021-12-14_05-31-55.jpg (1010×620)
2021-12-14_05-31-55.jpg (1010×620)
US Producer Prices Explode To Record High In November
Tim Knight
fredgraph.png (950×720)
fredgraph.png (950×720)
Y/Y CPI Inflation Versus 10-Year UST Yield, 1982-2021
Tim Knight
earnings1.jpg (1280×908)
earnings1.jpg (1280×908)
Inflation beating wage growth
Tim Knight
inflation political problem.jpg (860×445)
inflation political problem.jpg (860×445)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Loss of Consumer Purchasing Power, 2000-2021
Tim Knight
slopechart_IEF.jpg
slopechart_IEF.jpg
7-10 Year Treasury Bond ETF breakdown today
Baby Bear
1
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Tim Knight
1
baltic dry index, inflation expectations
baltic dry index, inflation expectations
A negative forward indicator for inflation and thus, the inflation trades as BDI drops hard.
NFTRH
image (64).png (1260×700)
image (64).png (1260×700)
US Consumer Prices Are Spiking At Their Fastest In 40 Years
Tim Knight
2
fredgraph.png (1168×720)
fredgraph.png (1168×720)
Y/Y Change In Producer Price Index, All Commodities
Tim Knight
FDbYGNdXoAcbBGU (700×500)
FDbYGNdXoAcbBGU (700×500)
Food costs surging
Tim Knight
5
bofa transitory inflation meter.jpg (574×370)
bofa transitory inflation meter.jpg (574×370)
One Bank's "Persistent Inflation" Meter Just Hit A Record 96 Out Of 100
Tim Knight
2
citi inflation surprise index 2.jpg (1269×684)
citi inflation surprise index 2.jpg (1269×684)
Tim Knight
Snag_8eadc79.png (953×656)
Snag_8eadc79.png (953×656)
More transitory inflation.
Tim Knight
1
aihspiuo93t71.png (500×532)
aihspiuo93t71.png (500×532)
Tim Knight
Ny Fed 3Y inflation exp_1.jpg (1280×649)
Ny Fed 3Y inflation exp_1.jpg (1280×649)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Tim Knight
rinf (inflation expectations)
rinf (inflation expectations)
Inflation expectations ETF... err, bullish.
NFTRH
1
gold/spx ratio
gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
NFTRH
slopechart_NTR.jpg
slopechart_NTR.jpg
Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
damicsjd
CPI-Inflation-Deficit-090521.png (809×483)
CPI-Inflation-Deficit-090521.png (809×483)
Tim Knight
fredgraph.png (900×470)
fredgraph.png (900×470)
YoY Change In 16% Trimmed Mean CPI, 1993-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Tim Knight
2
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
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.
NFTRH
1
core PCE 8.26.jpg (1260×652)
core PCE 8.26.jpg (1260×652)
PCE came in at 6.1%, in line with expectations, and the highest since Q3 1983.
Tim Knight
gold/spx ratio
gold/spx ratio
Until inflation sensitive cyclical items top out vs. gold risk remains 'on'.
NFTRH
yield curve
yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
NFTRH
bfm9D9A.jpg (979×564)
bfm9D9A.jpg (979×564)
PPI Soaring
Tim Knight
slopechart_USO.jpg
slopechart_USO.jpg
Possible convergence around 62. Currently a shade below 50. Possible indicator of ongoing material inflation.
sdhaff21
fredgraph.png (1000×720)
fredgraph.png (1000×720)
Inflation-Adjusted NASDAQ 100 Versus Real GDP, 1995-2021
Tim Knight
1
fredgraph.png (750×568)
fredgraph.png (750×568)
YoY Change In CPI, 1971-1987
Tim Knight
2
tyx
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...
NFTRH
1
transitory hyper 1.jpg (707×317)
transitory hyper 1.jpg (707×317)
One Bank's Non-Transitory Inflation Meter Just Exploded
Tim Knight
fredgraph.png (900×570)
fredgraph.png (900×570)
Real GDP Growth Versus Inflation, 1921-1929
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Camp David, August 1971
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
CPI Versus Core PCE Deflator, 2000-2021
Tim Knight
1
transitory hyperinflation.jpg (707×718)
transitory hyperinflation.jpg (707×718)
Tim Knight
2
fredgraph.png (900×600)
fredgraph.png (900×600)
Overall CPI Versus Durables Index, 1956-2020
Tim Knight
1
fredgraph.png (900×620)
fredgraph.png (900×620)
Labor Hours At Average Hourly Wage To Purchase A Median-Priced Home, 1965-2020
Tim Knight
1
slopechart_VNQ.jpg
slopechart_VNQ.jpg
VNQ will break loose above 100 late this Summer.
sdhaff21
slopechart_USO.jpg
slopechart_USO.jpg
My mind has been changed on inflation. Feel free to enjoy the panic!
sdhaff21
Continuum to… Continue? | Notes From the Rabbit Hole
Continuum to… Continue? | Notes From the Rabbit Hole
30yr yield is breaking a fl...
NFTRH
slopechart_USO.jpg
slopechart_USO.jpg
No wonder there isn't more concern about inflation. Commodities aren't even above the pre-COVID level in index pr...
sdhaff21
cpi & ppi
cpi & ppi
Screwing the consumer over decades is one thing, but let manufacturing costs (PPI) get out of hand and it's a whol...
NFTRH
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Here is the engine of a coming Stagflation... producer prices (PPI).
NFTRH
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Inflationary boom is cost-PUSHING Stagflation into the economy after Fed's reaction to COVID-19.
NFTRH
30 year treasury yield
30 year treasury yield
The inflation is going to fail. The question is when?
NFTRH
5 year inflation rate
5 year inflation rate
The inflation is going to fail. The question is when?
NFTRH
yield curve
yield curve
If you're gonna get the markets right you gotta get the macro right. Here's one such macro map needed.
NFTRH
asset price inflation.jpg (784×534)
asset price inflation.jpg (784×534)
Tim Knight
gold/silver ratio
gold/silver ratio
With the Gold/Silver ratio counter-trend bouncing w/ USD the indication is for a temporary interruption of global...
NFTRH
1
silver/gold ratio
silver/gold ratio
"It is 2003" says the Silver/Gold ratio. The first impulsive move is 2020 and the likely inflation to follow could...
NFTRH
fredgraph.png (950×620)
fredgraph.png (950×620)
The actual inflation rate is ALREADY 2%
Tim Knight
1
slopechart_TIP.jpg
slopechart_TIP.jpg
Here's a TIP, there is no inflation, right?
Baby Bear
1
silver gold ratio
silver gold ratio
Silver/Gold ratio wave 5 beginning as the macro reflation labors on.
NFTRH
slopechart_TIP.jpg
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
Professor Doomfinger
1