Tag Archives: Inflation

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

April 11, 2018

Inflation

Inflation Watch – An Update On Cell Phone Inflation’s Effect On The Headline Number
Posted By Greg Blaha | Monthly Reports, Newsclips

In the past the Fed has pointed to prices in cell phone services as one reason for subdued inflation. This anomaly has now largely rolled off the year-over-year figures, so the Fed should be afforded a clearer picture moving forward.... Read More

March 13, 2018

Inflation

Markets Have Become Believers in the Fed’s Inflation Religion
Posted By Ben Breitholtz | Newsclips

Investors are finally becoming believers in the Federal Reserve's faith inflation will rebound given full employment. Surveys are confirming these hopes, but we have yet to see realized inflation make a charge higher. Roughly 70% of the rise in U.S. 10-year note yields since September 2017 can be attributed to these surveys and Federal Reserve expectations for inflation.... Read More

March 6, 2018

Inflation

Short-Term Inflation Expectations Are Too Rosy
Posted By Ben Breitholtz | Featured, Newsclips

Investors have turned sour on longer-end TIPS breakevens over the past week. However the dynamics of rising energy prices and economic data appear top-heavy, suggesting short-term TIPS breakevens may be the under-performer moving forward.... Read More

March 2, 2018

Inflation

Gold, Inflation and the Dollar
Posted By Peter Forbes | Newsclips

Gold is showing its tightest ties to the dollar in years. Ongoing trade disputes would be bullish for gold if they continue to push the dollar lower. ... Read More

February 26, 2018

Inflation

The Fed’s Hope for Inflation Has Infiltrated Financial Markets
Posted By Ben Breitholtz | Featured, Newsclips

Financial markets are betting core inflation will rise toward the Fed's target and substantiate U.S. Treasury yields, leaving other developed economies behind. Inflation expectations (i.e. TIPS breakevens) are steering the ship and a sign of investors' new found hope.... Read More

February 23, 2018

Inflation

Rising Rate’s Effect On The Markets
Posted By Greg Blaha | Newsclips

With rates on the rise, we update our annual look at market performance under several inflation/deflation scenarios.... Read More

Inflation

Are Markets Overthinking the Threat of Inflation?
Posted By Jim Bianco | Newsclips

There are two ways to look at inflation - actual inflation, which is a backward-looking measure of what actually happened, and inflation expectations, a forward-looking measure of what the market expects to happen.... Read More

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

Inflation Watch – An Update On Cell Phone Inflation’s Effect On The Headline Number Posted By Greg Blaha | Monthly Reports, Newsclips

Markets Have Become Believers in the Fed’s Inflation Religion Posted By Ben Breitholtz | Newsclips

Short-Term Inflation Expectations Are Too Rosy Posted By Ben Breitholtz | Featured, Newsclips

Gold, Inflation and the Dollar Posted By Peter Forbes | Newsclips

The Fed’s Hope for Inflation Has Infiltrated Financial Markets Posted By Ben Breitholtz | Featured, Newsclips

Rising Rate’s Effect On The Markets Posted By Greg Blaha | Newsclips

Are Markets Overthinking the Threat of Inflation? Posted By Jim Bianco | 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

Inflation Watch – An Update On Cell Phone Inflation’s Effect On The Headline Number
Posted By Greg Blaha | Monthly Reports, Newsclips

Markets Have Become Believers in the Fed’s Inflation Religion
Posted By Ben Breitholtz | Newsclips

Short-Term Inflation Expectations Are Too Rosy
Posted By Ben Breitholtz | Featured, Newsclips

Gold, Inflation and the Dollar
Posted By Peter Forbes | Newsclips

The Fed’s Hope for Inflation Has Infiltrated Financial Markets
Posted By Ben Breitholtz | Featured, Newsclips

Rising Rate’s Effect On The Markets
Posted By Greg Blaha | Newsclips

Are Markets Overthinking the Threat of Inflation?
Posted By Jim Bianco | Newsclips