Subscriber CF pinged me about my thoughts about what might be the fallout (or lack thereof) if inflation numbers (actually, the numbers on inflation's "effects") come in higher than the…
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…
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…
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Cost-push inflation could break out (and a note on gold) Before beginning the post a little context is in order. We (NFTRH) anticipated the current pause in long-term Treasury yields…