Section
Inflation
551 posts
Deutsche Bank: Ignoring Food Price Pressures Could be a Mistake
by Sober Look Economists and central bankers tend to be less focused on what consumers pay at the…
A New Era For Fed Policy… And Inflation?
by James Picerno, Capital Spectator Inflation is mounting a comeback. Not as an imminent macro threat, at least…
Is Now the Time to Seek Inflation Protection?
As unrest in the Middle East pushes oil prices higher, and indicators like the consumer price index (CPI)…
Gold and Real Yields Have Tracked Each Other Post-Crisis
by Scott Grannis, Calafia Beach Pundit The introduction of TIPS (Treasury Inflation Protected Securities) in 1997 was an…
What Does Disinflation Mean for Bond Investors?
by Kathy Jones, Vice President, Fixed Income Strategist, Schwab Center for Financial Research Key Points With slow global…
Inflation Does Not Produce Economic Growth
by Frank Shostak via the Ludwig von Mises Institute, After settling at 3.9 percent in July 2011 the…
James Paulsen: Investment Outlook (March 12, 2014)
A New Inflation-Expectations Monitor by James Paulsen, Chief Investment Strategist, Wells Capital Management *Note to readers: A substantial…
Inflation Is A Contrarian Bet
Inflation Is A Contrarian Bet by The Short Side of Long Chart 1: Inflation surprise index could actually…
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
Where is the Inflation Today?
by Hunter Lewis via The Circle Bastiat Mises Economics blog, People often ask today: if the Fed has…
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
The Case for Reflationary Assets
by Market Anthropology A wise and bearded man once said, "Everything in moderation. Nothing in excess." And although he…
BofAML's Top 10 Emerging Market Risks In 2014
Via BofAML 1. Downside risk from US inflation This is probably the most important risk the market is…
Jim Rogers: "Own Gold" Because "One Day, Markets Will Stop Playing This Game"
Jim Rogers hope-driven wish is that the politicians were smart enough at some point to say (to the…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
