Core CPI Hits 2 Year Low, Any Questions?
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
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November 14, 2023
US Dollar Ticks a Lower Low, May Lose Important Support at the 101 Area
The US Dollar made a lower low on Wednesday as the June CPI continued the disinflationary trend How long will he tilt at the inflationary windmill? A hawkish Fed has…
July 12, 2023
NFTRH+; Post-CPI, on Plan
The deceleration in backward looking inflation signals continues, to little surprise. We have been managing a Goldilocks macro (inflation not too hot, not too cold) and that is where we…
July 12, 2023
Inflation is cooling! Surprised?
Inflation is cooling, as measured by the CPI Surprised that inflation is cooling? Not if you've been reading this website or more intensely, NFTRH Premium over the last year. Inflation…
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April 12, 2023
January CPI Report; +.5%
Here is the January CPI report, hot off the press (+.5%) [edit] To me it's a nothingburger with respect to the trends, which would be expected to be lumpy. But…
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February 14, 2023
December CPI continues waning inflation trend
December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…
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January 12, 2023
November CPI report: We’re on plan
As the November CPI report moderates, disinflation continues apace As the great and powerful Fed of Oz prepares to render his decision (ha ha ha) on the Fed Funds rate,…
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December 13, 2022
Q4-Q1 plan engages
Relief provided by an easing October CPI 'inflation' report the trigger It was bound to happen sooner or later. October finally showed an easing comp in what most people think…
November 10, 2022
CPI: The munny shot!
Year over year CPI inflation rate eases in October An easing in concerns about the effects of the Fed's 2020 creation of massive sums of funny munny. Frankly, I was…
November 10, 2022
NFTRH+; Gold stocks, post-CPI [w/ edit]
[edit] And just like that, as mentioned might be the case below, markets have reversed. Precious metals stocks are not unique here, however. It's all reversing. Stocks, commodities and precious…
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October 13, 2022
CPI on message
CPI increases more than expected, but it's not forward-looking See Inflation increased 0.4% in September, more than expected despite rate hikes Well first of all guys, CPI is not inflation.…
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October 13, 2022
NFTRH+; Contrary to today’s CPI…
CPI came out and it was a humdinger! Okay, that hype aside, the play is for a top in inflation hysteria and while the signals have been waning for well…
July 13, 2022
Epic (CPI) Inflation!!!!
Another CPI report, another big inflation headline All I can say (publicly) is that we are on track. I was actually concerned that today's headline might be the opposite of…
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July 13, 2022
A pivotal juncture for gold, gold stocks
Another hot CPI fails to suppress gold With FOMC on tap with an upcoming .5% rate hike, gold got hammered and bounced back with a vengeance on 'CPI' Friday. The…
June 10, 2022