Market worrying about a phenomenon much worse than stagflation?
Some prices collapsed, others skyrocketed, and the Consumer Price Index went haywire. Here’s what I’m seeing beyond the near term — and it’s not “deflation.”
Ready for another shock-and-awe panic-cut by the Fed? Last time the Fed panic-cut was in 2007/2008, and look what happened to stocks.
Despite the Fed’s proclamations, the dollar lost purchasing power at a good clip.
Something funny’s happening in NIRP land: long-term yields are rising, negative yields are turning positive, and investors are getting punished for having handed their brains to central banks.
A total mind-blower. Actual prices skyrocket even as CPI for new vehicles has been flat for 22 years.
What does it mean when the Fed and other central banks jointly bemoan the effects of their own policies? Worried about not being able to keep all the plates spinning?
An arcane device that impacts so much and papers over the struggles many Americans face in a world that’s becoming increasingly unaffordable for them
But of all potential economic outcomes, the one least anticipated and least priced in, is an uptick in inflation.
An arcane device that impacts so much.