Fed Economists Deliver Ammo for Hawkish Approach to Inflation by Wolf Richter • Aug 26, 2018 • 49 Comments Because “outsized deviations of inflation from its target are a plausible outcome.”
What Truckers & Railroads Just Said about the US Economy by Wolf Richter • Aug 16, 2018 • 24 Comments It’s cyclical.
Rate Hike Ammo, Even Without Food & Energy by Wolf Richter • Aug 10, 2018 • 59 Comments Core CPI jumps the most since 2008.
What’s Going On in the Used Car & Truck Market? by Wolf Richter • Aug 9, 2018 • 72 Comments As “affordability challenges” hit new vehicles, consumers switch to used, prices spike to record, inflation psychology sets in.
Is the US Economy Really Going to Pop 4.5% in Q2? by Wolf Richter • Jul 22, 2018 • 71 Comments At least one of them is very wrong: Atlanta Fed GDPNow v. New York Fed Nowcast.
Which Yield Curve “Inverts” First? US, Japan, Germany, or China? by Wolf Richter • Jul 20, 2018 • 77 Comments How the “Yield Curves” Stack Up in central-bank manipulated bond markets.
But Who Pays the Price of All This Inflation? by Wolf Richter • Jul 12, 2018 • 66 Comments We already know who.
With this Inflation, What Will the Fed Do? by Wolf Richter • Jul 11, 2018 • 46 Comments Even the last doves are coming around to more rate hikes.
Bank of Japan Takes Away Punch Bowl, Balance Sheet Declines by Wolf Richter • Jul 4, 2018 • 35 Comments Was “QQE” just a pretext for bringing the government bond market under absolute control to avoid a Greek-style debt crisis?