Browse Stacks: Business: Inflation
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
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Contra Corner No Pivot For You! - David Stockman's Contra Corner
Y/Y Change In CPI For Shelter And Its Components, 2012-2022
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Contra Corner No Pivot For You! - David Stockman's Contra Corner
CPI for Services, 2012 to 2022
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Message from KimDotCom. With a name beginning with Kim shouldn't he be CEO of North Korea or somewhere like that?
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Sadly, real wages are lower for Americans for the 18th straight month...
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.75% rate hike probability rises with commodity bounce, inflatio...
Gold vs. Inflation Expectations has popped above the SMA 50. If you're a gold bug and want to see a solid rally in...
.75% rate hike probability rises with commodity bounce, inflatio...
CME Group now up to nearly 73% forecast of +.75% on Nov. 2nd.
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.75% rate hike probability rises with commodity bounce, inflatio...
While inflation expectations fade DBC bounces. I am short DBC and want to see the divergence resolve downward.
.75% rate hike probability rises with commodity bounce, inflatio...
Inflation expectations continue to fade.
Last ditch for the speculative inflation trades – Notes From t...
Last ditch support for the most speculative 'inflation trade' stuff. Brutally bearish weekly chart.
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Inflation-Adjusted 30-Year Mortgage Rate, 1979-1985
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Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change In 16% Trimmed Mean CPI, 1984-2022
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change CPI Services, Excluding Energy Services, 1991-2022
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Nevertheless, with July’s “mere” 8.5% Y/Y increase in the CPI, real weekly wages plunged by -3.2%. That mark...
Contra Corner Why Today's Inflation Challenge Would Have Flummox...
Y/Y Change In Total Compensation Cost Index For All Private Sector Workers, 2002-2022
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Purchasing Power of The Consumer Dollar Since January 2000
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Y/Y Change In PPI for All Commodities, 1947-2022
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Y/Y Change In CPI For Hotels And Restaurants, 2012-2022
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Y/Y Change In CPI Services, 2018-2022
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GDP deflator—the mother of all inflation measures—-got re-pinned to +8.2%. That’s the highest gain since June 1981!
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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...
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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.
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Purchasing Power of Consumer Dollar Since December 2019
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And longer-term, the trend towards stagflation could not be clearer...
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Y/Y Trimmed Mean CPI, January 2019-April 2022
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CPI Indexed To January 1995
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Does this look like inflation? – Notes From the Rabbit Hole
Does this look like inflation? I didn't think so.
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Y/Y Change In CPI For Consumer Electricity, 2012-2022
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Index of Inflation-Adjusted Private Sector Hourly Wages, April 2020=100
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The 1.2% MoM rise is the biggest since Sept 2005
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"Extraordinary" - US Consumer Prices Soar At Fastest In Over 40 Years
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German Retailers To Increase Food Prices By 20-50% On Monday
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Y/Y Change In PCE Deflator: Services Versus Durable Goods, 2012-2021
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Highest in 40 years, thanks to Jerome
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Fed's Favorite Inflation Indicator Surges To 40 Year High In Feb As Real Spending Shrinks
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Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
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Pretty magical how the experts say inflation will be peaking, oh, right about NOW and then magically vanish.
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Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Continuum... do or die baby! Do or die...
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US Consumer Prices Are Rising At Their Fastest Pace In Over 40 Years
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Purchasing Power Of The Dollar Since Jerome Powell Joined The Fed In May 2012
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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).
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US Producer Price Inflation Unexpectedly Remains Near Record Highs In Jan
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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'.
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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...
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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.
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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...
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Lands End -- The End
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US Producer Prices Explode To Record High In November
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Y/Y CPI Inflation Versus 10-Year UST Yield, 1982-2021
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Inflation beating wage growth
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Loss of Consumer Purchasing Power, 2000-2021
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7-10 Year Treasury Bond ETF breakdown today
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baltic dry index, inflation expectations
A negative forward indicator for inflation and thus, the inflation trades as BDI drops hard.
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US Consumer Prices Are Spiking At Their Fastest In 40 Years
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Y/Y Change In Producer Price Index, All Commodities
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Food costs surging
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One Bank's "Persistent Inflation" Meter Just Hit A Record 96 Out Of 100
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More transitory inflation.
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rinf (inflation expectations)
Inflation expectations ETF... err, bullish.
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gold/spx ratio
Macro still cyclical inflation but it's gonna morph... Stag, Deflation or Goldilocks. 3rd option least likely but...
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Based on the Fed yesterday and food prices increasing everywhere. This is beauty to break out. I started buying lo...
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YoY Change In 16% Trimmed Mean CPI, 1993-2021
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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.
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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.
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PPI Soaring