The Sleight of Hand Behind the ‘One-Time Adjustment’ and ‘Transitory’ Tariff Inflation Narrative
“Tariffs are a one-time price adjustment.” This quote is the bold yet defensible claim U.S.…
inflation
Dr. Duru The Federal Reserve’s “Hawkishness” Finally Gets the Stock Market’s Attention
Attention! For three months, the bond market has flagged stabilizing inflation starting with the Fed’s…
Inflation Stabilization Firms with Robust Services Spending
The Federal Reserve’s favorite inflation indicator, the Personal Consumption Expenditure (PCE) price index, hit a…
The Federal Reserve Is Paying Attention to Stabilizing Core Inflation
A month ago I asked who is paying attention to stabilizing core inflation? The question…
Now the Market Just Needs the Rate Cuts
There is clearly something magical in seeing an inflation measure carry a negative sign. The…
From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
The Federal Reserve Makes It Official: Inflation Is Dead
At the risk of making Inflation Watch a lot less relevant and topical, I am…
A danger of inflation: The misallocation of resources on the way to sustained price increases (an explanation of the mission of Inflation Watch)
In January of this year, Professor Russ Roberts of George Mason University invited fellow economics…
Inflation Watch gets mail!
Reader Jay writes: Do you think TIPS are a good inflation hedge? Some say the…
writejesse WSJ writer says inflation is a “distant threat;” bond traders, gold traders seem to disagree.
Mark Congloff at the Wall Street Journal says that until unemployment starts to drop, inflation…