Tag Archives: Inflation

October 20, 2020

Inflation

The Case for Inflation in 2021?
Posted By Jim Bianco | Featured, Newsclips

The combination of an economic contraction reducing the supply of goods and massive fiscal and monetary stimulus supporting demand for goods should produce inflation. This should especially be the case after April 2021 when the year-over-year changes exclude the lock-down period.... Read More

October 16, 2020

Inflation

A Look at CPI’s Subcomponents
Posted By Greg Blaha | Charts of the Week

A look at the subcomponents of CPI and their contribution to the year-over-year headline number... Read More

September 9, 2020

Inflation

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

Which components of CPI have increased or decreased the most over the past decade?... Read More

July 17, 2020

Inflation

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

Which components of CPI have increased or decreased the most over the past decade?... Read More

January 17, 2020

Inflation

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

Which components of CPI have increased the most over the past decade?... Read More

January 3, 2020

Inflation

Sticky CPI Continues Its March Higher
Posted By Greg Blaha | Charts of the Week

Core sticky CPI continues its march higher, while the flexible components of core CPI are essentially unchanged over the past year.... Read More

November 22, 2019

Inflation

Will the Dollar Peak on a Reflation Trade?
Posted By Jim Bianco | Featured, Newsclips

Those waiting for reflation to spur inflation and lead to a fall in the dollar have been frustrated and losing money for years. The problem is they are waiting for a return of the 1980s/early 1990s. That era is over with the adoption of technology that has fundamentally changed how businesses operate.... Read More

Inflation

Core Sticky CPI Hits Highest Level Since 2008
Posted By Greg Blaha | Charts of the Week

Core sticky CPI recently hit its highest level since November 2008.... Read More

November 8, 2019

Inflation

Low Worldwide Inflation
Posted By Jim Bianco | Charts of the Week

Developed country inflation rates are low, with the U.S. and Canada among the highest.... Read More

September 18, 2019

Inflation

Changes in Consumer Prices over the past Decade
Posted By Greg Blaha | Charts of the Week

Which components of CPI have increased the most over the past decade?... Read More

June 13, 2019

Inflation

Rate Cuts Are About Inflation, Not Growth
Posted By Jim Bianco | Featured, Newsclips

While the global slowdown and recession fears are likely part of the reason traders are demanding rate cuts, it is worth noting the markets began pricing this in many months ago. In this light, falling inflation expectations may be the true driver of the call for rate cuts.... Read More

May 22, 2019

Inflation

Traders Diverging from Economists Puts Fed in a Bind
Posted By Jim Bianco | Newsclips

Jim's latest Bloomberg column explains why the market is pricing in a cut while few economists or Fed officials are in favor of one.... Read More

May 17, 2019

Inflation

The Market Is NOT Expecting Tariff-Induced Inflation
Posted By Jim Bianco | Featured, Newsclips

It is reasonable to assume hundreds of billions of dollars in tariffs would create some inflation. However, market-based measures of inflation expectations are suggesting tariffs will have virtually no effect.... Read More

April 4, 2019

Inflation

Stocks vs. Bonds – Which Is Correct?
Posted By Jim Bianco | Featured, Newsclips

The stock and bond markets are telling two different tales on the economy. How does this situation resolve itself?... Read More

March 26, 2019

Inflation

Does the Fed Understand Inflation?
Posted By Jim Bianco | Featured, Newsclips

Our Bloomberg column on the Fed's inability to control inflation.... Read More

January 16, 2019

Inflation

What Gets Fed Hikes Back on Table?
Posted By Jim Bianco | Newsclips

The market is still not pricing in a hike this year, but crude oil's rise has the potential to change the Fed's outlook.... Read More

September 13, 2018

Inflation

Inflation Watch – Pockets Of Weakness In PPI and CPI
Posted By Greg Blaha | Monthly Reports, Newsclips

Yesterday's PPI and today's CPI releases both showed pockets of weakness, but nothing that will register on the Federal Reserve's longer-term focus.... Read More

August 15, 2018

Inflation

The Great Showdown Between Markets and Fed Over Inflation – Part 2
Posted By Jim Bianco | Newsclips

The strong belief that inflation is returning is driving Fed policy. They are not waiting for the actual data to hit their targets and are moving ahead without it. They better be correct as this is how mistakes are made.... Read More

May 21, 2018

Inflation

Abrupt Rise in Inflation Expectations Propelling U.S. 10-year Yields Higher
Posted By Ben Breitholtz | Newsclips

The narrative for a continued rise in U.S. 10-year note yields remains inflation, meaning plenty of investors are not left confused over the past two weeks. ... Read More

May 4, 2018

Inflation

Wage Gains, Where the Heck are They?!
Posted By Ben Breitholtz | Featured, Newsclips

The connection has broken between sentiment and wage gains. Technology-heavy metros continue to attract the lion's share of recruitment and better salaries. The outlook is not yet very rosy, even given full employment.... Read More

The Case for Inflation in 2021? Posted By Jim Bianco | Featured, Newsclips

A Look at CPI’s Subcomponents Posted By Greg Blaha | Charts of the Week

A Decade of Inflation Posted By Greg Blaha | Charts of the Week

A Decade of Inflation Posted By Greg Blaha | Charts of the Week

A Decade of Inflation Posted By Greg Blaha | Charts of the Week

Sticky CPI Continues Its March Higher Posted By Greg Blaha | Charts of the Week

Will the Dollar Peak on a Reflation Trade? Posted By Jim Bianco | Featured, Newsclips

Core Sticky CPI Hits Highest Level Since 2008 Posted By Greg Blaha | Charts of the Week

Low Worldwide Inflation Posted By Jim Bianco | Charts of the Week

Changes in Consumer Prices over the past Decade Posted By Greg Blaha | Charts of the Week

Rate Cuts Are About Inflation, Not Growth Posted By Jim Bianco | Featured, Newsclips

Traders Diverging from Economists Puts Fed in a Bind Posted By Jim Bianco | Newsclips

The Market Is NOT Expecting Tariff-Induced Inflation Posted By Jim Bianco | Featured, Newsclips

Stocks vs. Bonds – Which Is Correct? Posted By Jim Bianco | Featured, Newsclips

Does the Fed Understand Inflation? Posted By Jim Bianco | Featured, Newsclips

What Gets Fed Hikes Back on Table? Posted By Jim Bianco | Newsclips

Inflation Watch – Pockets Of Weakness In PPI and CPI Posted By Greg Blaha | Monthly Reports, Newsclips

The Great Showdown Between Markets and Fed Over Inflation – Part 2 Posted By Jim Bianco | Newsclips

Abrupt Rise in Inflation Expectations Propelling U.S. 10-year Yields Higher Posted By Ben Breitholtz | Newsclips

Wage Gains, Where the Heck are They?! Posted By Ben Breitholtz | Featured, Newsclips

The Case for Inflation in 2021?
Posted By Jim Bianco | Featured, Newsclips

A Look at CPI’s Subcomponents
Posted By Greg Blaha | Charts of the Week

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

A Decade of Inflation
Posted By Greg Blaha | Charts of the Week

Sticky CPI Continues Its March Higher
Posted By Greg Blaha | Charts of the Week

Will the Dollar Peak on a Reflation Trade?
Posted By Jim Bianco | Featured, Newsclips

Core Sticky CPI Hits Highest Level Since 2008
Posted By Greg Blaha | Charts of the Week

Low Worldwide Inflation
Posted By Jim Bianco | Charts of the Week

Changes in Consumer Prices over the past Decade
Posted By Greg Blaha | Charts of the Week

Rate Cuts Are About Inflation, Not Growth
Posted By Jim Bianco | Featured, Newsclips

Traders Diverging from Economists Puts Fed in a Bind
Posted By Jim Bianco | Newsclips

The Market Is NOT Expecting Tariff-Induced Inflation
Posted By Jim Bianco | Featured, Newsclips

Stocks vs. Bonds – Which Is Correct?
Posted By Jim Bianco | Featured, Newsclips

Does the Fed Understand Inflation?
Posted By Jim Bianco | Featured, Newsclips

What Gets Fed Hikes Back on Table?
Posted By Jim Bianco | Newsclips

Inflation Watch – Pockets Of Weakness In PPI and CPI
Posted By Greg Blaha | Monthly Reports, Newsclips

The Great Showdown Between Markets and Fed Over Inflation – Part 2
Posted By Jim Bianco | Newsclips

Abrupt Rise in Inflation Expectations Propelling U.S. 10-year Yields Higher
Posted By Ben Breitholtz | Newsclips

Wage Gains, Where the Heck are They?!
Posted By Ben Breitholtz | Featured, Newsclips