In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
Category: Inflation & Deflation
Wooing Inflation
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
Bob Hoye Weighs in on Paul Volcker
It’s like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last
As We Await the FOMC Anti-Climax…
The worst kept secret in the financial world is that the FOMC will not be further cutting the Fed Funds Rate today. In fact, 2.2%
Paul Volcker: The Great Disinflator –Dr. Ed
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college.
Updating the Reflation Bounce
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD
Inflation Fades
As noted a million times out here in the last 6 months my question has been ‘Q4 2019 or H1 2020?’ for the next inflation
The 2 Horsemen
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
Updating the 3 Metallic Amigos and the Macro Message
This morning in pre-market the Amigos’ futures charts update the macro story… …which goes something like this… Copper, the cyclical Amigo (weekly chart) has furthered
Q4 2019: Global Macro Inflation/Reflation Trade Gaining Steam by the Day
October came and went. It’s now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the
Silver & Gold to Inform Dr. Copper and so, the Macro
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking
Updated Inflation/Reflation Pictures
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view… The Continuum (30yr bond
The Gold Stock Correction and What Lays Ahead [w/ edit]
[edit] For comic relief here’s an email response to this post. I don’t know what forecast he’s talking about, the short-term correction view (already well
Inflation in the Offing?
Let’s take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The