A premium excerpt of the first two segments of this week's edition of Notes From the Rabbit Hole, NFTRH 876 Market Talk At this point, far into the broad market…
The hot July PPI number is not inflation, it is an effect of inflation Just as I often write that the "inflation" numbers the media chase all over the place…
Credit expansion, AKA more and more debt, into von Mises' Crack-Up-Boom would bring Stagflation at best, and Hyperinflation at worst in the not too distant future [edit] Today's better than…
News of Treasury bonds' death was greatly exaggerated (and greatly promoted) Of course it was promoted... heavily. That is because here in the financial markets exists a great big herd…
"Stagflation or Deflation?"; one will come first As the Fed's Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs. You can tap the…
Tariffs and the global trade war could flip the macro inflationary (stagflationary) sooner than expected "It's complicated." An answer that may be given by people when asked about their relationship,…
The February CPI Inflation Rate continues the disinflationary trend, but... There always seems to be a "but", doesn't there? You can click the MSM's graphic to read the details about…
Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
These graphs from the St. Louis Fed tell a story of excess, endurance, price appreciation & intense risk I've been on the expanding debt theme for many years now, but…
The relationship between gold and inflation is not usually a positive for gold stocks, but that is changing I want to call your attention to an article by Jordan Roy…
Stagflation is indicated by two economic conditions: Decelerating Q1 GDP Report and persistent inflationary effects Let's also realize that the economy is decelerating in its headline number despite all that…
What the public thinks is "inflation", CPI, rose more than expected Here is the table of components of the March CPI report. You can click it to read the whole…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…