Browse Stacks: Business: Inflation
A deflationary yield curve steepener
Deflation scare upcoming in 2023 IMO. Yield curve indicates the first impulse. Linked post explains.
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opened above the trendline
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Historical reactions to CPI
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Year over Year CPI
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CPI and components
Baltic Dry Index, commodities & inflationNotes From the Rabbit Hole
Commodity/Inflation bulls avert your eyes... or better yet, don't.
Inflation Expectations | Notes From the Rabbit Hole
So we have a booming jobs report... and the bond market's inflation signaling is not buying it.
Philly Fed manufacturing survey for december
Philly Fed has decline to the pleasant 'Goldilocks' zone, conveniently during the Q4-Q1 market relief seasonal pha...
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...
