public
The Rent Is Too D@mn High!
The Fed's ultra-easy monetary policies, in response to the pandemic, caused home prices to soar, and now rents…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
243 posts
public
public
Inflation Remained Persistent In June
The bottom line on June's headline CPI release is that it was higher than expected and showed few…
paid
Will June's CPI Inflation Rate Be the Peak?
June’s CPI will be out tomorrow. Bloomberg is showing consensus estimates of up 1.1% m/m (8.8%…
public
Is the Bond Market Anticipating Peak Inflation?
The 10-year US Treasury bond yield has recently stabilized around 3.00%. That calm reflects a remarkable increase in the…
public
Gold Losing Its Shine
Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not…
paid
Goldilocks & the Fed
Was today’s June employment release a Goldilocks report? Payroll employment rose 372,000, and wages increased 0.3%—not…
public
US Remains Energy Independent
In America we just celebrated our Independence Day. We should also celebrate that we've been energy independent since…
public
Inflation Is Global & Local
Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain…
public
Oil Prices Might Be Peaking
The best cure for high oil prices is high oil prices. They are boosting production, while weighing on demand. As…
paid
The Best Cure for High Commodity Prices
In the commodity pits, traders often say: "The best cure for high commodity prices is high commodity prices."…
public
Small Business Owners Depressed But Still Hiring
Inflation is depressing, and it is depressing everyone—including consumers, business people, and investors in stocks and bonds. For example,…
public
Uncle Sam Isn’t Santa Claus
Following Friday’s CPI shocker, the financial media seem to have concluded that the Fed will have no choice but…
