Fed Warns Markets: Don’t Get Spooked about Coming Spike in PCE Inflation by Wolf Richter • Apr 11, 2018 • 49 Comments Inflation day didn’t disappoint. “Underlying Inflation” hottest since July 2006.
Freight Costs and Volumes Surge, Inflation Fears Heat Up by Wolf Richter • Mar 22, 2018 “We are seeing an unprecedented rise in logistics costs,” General Mills CEO
Surging Freight Costs Fire Up Inflation Fears by Wolf Richter • Feb 23, 2018 “Pricing power has erupted…”
Retail Sales, Inflation Add Fuel to Fed’s Rate-Hike Trajectory, Treasuries Dive as Yields Surge by Wolf Richter • Feb 14, 2018 But something funny happened on the way to the headlines.
Four Rate Hikes in 2018 as US National Debt Will Spike by Wolf Richter • Feb 12, 2018 Chorus gets louder. But no one will be ready for those mortgage rates.
Wage Inflation is Finally here, and it’s Toxic for the Fed by Wolf Richter • Feb 2, 2018 Even uber-doves are now looking over their shoulder.
Bond Market Smells Inflation, Begins to React by Wolf Richter • Jan 14, 2018 Inflation expectations now exceed the Fed’s target.
Surging Prices in Slowing Economy: Tough Year for Mexico by Don Quijones • Jan 6, 2018 Bank of Mexico faces stagflation or worse.
Fed Gets More Ammo for Rate Hikes by Wolf Richter • Dec 12, 2017 Producer Price Index rises most in six years.
Inflation Surges as Economy Bogs Down in Mexico by Don Quijones • Nov 30, 2017 Bank of Mexico caught in a vise.
