Inflation & Devaluation

Beneath the Skin of CPI Inflation, March: Inflation Behaves Very Badly, Saga Far from Over

by Wolf Richter • Apr 10, 2024 • 201 Comments

Ugly inflation in services drives up 3-month “core CPI” for 7th month, to 4.5% annualized, worst in a year, and 3-month overall CPI to worst since Nov 2022.

What Jamie Dimon Said about Long-Term Inflation, Fed Interest Rates (“2% to 8% or even more”), and QE/QT (it’s Risky)

by Wolf Richter • Apr 8, 2024 • 150 Comments

“Rates have been extremely low for a long time — it’s hard to know how many investors and companies are truly prepared for a higher rate environment.”

Fed’s Wait-and-See about Rate Cuts Supported by Highest-since-July Six-Month Core PCE & Core Services PCE Inflation

by Wolf Richter • Mar 29, 2024 • 129 Comments

And there were big upward revisions of the already hot readings for January.

Resurging Corporate Profits Show Inflationary Pressures Are Reheating after Lull: Corporate Profits by Major Industry

by Wolf Richter • Mar 28, 2024 • 133 Comments

But banks are having profit problems.

Amid Canada’s Huge Immigration Surge, Population Growth Hits 3.2%, Fuels 10% Rent Inflation, even as Home Prices Drop

by Wolf Richter • Mar 27, 2024 • 144 Comments

The record 1.27 million immigrants that arrived last year have to live somewhere.

What the PPI is Telling us: Disinflation in “Core Goods,” a Hefty Counterweight to Hot Services Inflation, May be Over

by Wolf Richter • Mar 14, 2024 • 186 Comments

And that’s very disconcerting.

Higher Forever? Even Yellen Starts to Get it: Higher Inflation & Higher Yields Are Here to Stay

by Wolf Richter • Mar 13, 2024 • 201 Comments

“It seems unlikely that yields are going to go back to being as low as they were before the pandemic”: Yellen.

Beneath the Skin of CPI Inflation, February: Inflation Saga far from Over, Core CPI & Core Services in Ominous 6-Month Trend

by Wolf Richter • Mar 12, 2024 • 236 Comments

Core services CPI — 61% of total CPI and infamous for historic head fakes — is approaching 6% annualized six-month average.

There’s a “New Upside Risk” in Town: “Pent-up Exuberance” – Fed’s Bostic

by Wolf Richter • Mar 5, 2024 • 201 Comments

If it’s unleashed at the “first hint” of a rate cut, it’ll “create upward pressure on prices.” But it may be too late, it has been unleashed by rate-cut mania.

Worst Monthly Spike of “Core Services” PCE Inflation in 22 Years, and Not Just Housing: Powell’s Gonna Have Another Cow

by Wolf Richter • Feb 29, 2024 • 295 Comments

Core services inflation dished up bad head fakes last time we had this mess in 1966-1982. Mention of a rate hike crops up in a Fed speech.

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