Financial Conditions Make A Monetary Roundtrip and Undercut the Need for Rate Cuts
Last week, financial markets stared in dismay at “sticky” inflation numbers on the consumer and…
CPI
Dr. Duru From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
Inflation Now, Inflation 76 Years Ago
In “Want to Understand 2024? Look at 1948“, the New York Times drew some fascinating…
A Stall in Canada’s Core Inflation Narrative
What a difference 5 months can make. Canada’s inflation trend has apparently transitioned from a…
A Golden Inflation Conundrum
Last week, SPDR Gold Shares (GLD) rallied on weak inflation news and pulled back on…
The Reserve Bank of Australia Looks Ahead to Peak Inflation
The peak inflation narrative has become quite popular with those who look for rapid reversions…
So Much For Peak Inflation
“How long are we going to keep saying this is the worst of it?” Carl…
Persistently Elevated, Unactionable Inflation
Bonawyn Eison, CNBC Fast Money commentator, used the phrase “persistently elevated, unactionable inflation” to describe…
Inflation Washes Ashore
Ever since the election of Donald Trump as U.S. President, the stock market has gone…
Bullard recommends targeting monetary policy at headline, not core, inflation
The Federal Reserve Bank of St. Louis just published an article written by James Bullard,…