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…
TLT
Dr. Duru From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
What Powell Missed In His Jackson Hole Speech Explaining Inflation’s Drivers
Federal Reserve Chair Jerome Powell included a neat and tidy explanation of the drivers of…
An Inflation Downtrend Quickly Evaporates
Some inflation analysts have enthusiastically contorted the inflation data to dismiss today’s inflation problem and/or…
Kashkari Acknowledges the Fed’s Inflation Miss. Will the Fed Catch Easing Financial Conditions?
At the beginning of the year, Neel Kashkari, President of the Minneapolis Federal Reserve, wrote…
Median CPI May Be A Window on Fed’s Inflation Caution
Last week, the Federal Reserve disappointed markets once again with its refusal to acknowledge the…
Jim Bianco: “Arguably One of the Worst Forecasts In Fed History”
I thought *I* was critical of the Fed waiting so long to start normalizing monetary…
Is the TIPS market signaling lower inflationary expectations?
From the Wall Street Journal: A closely watched gauge of inflation expectations is telling the…
writejesse TIP still outperforming TLT
Inflation-protected treasury bonds continue to outperform standard (non-inflation-adjusted) long-dated treasuries. Click on the chart to…
Do low long-term interest rates prove that inflation is not a threat?
At Carpe Diem, Mark Perry asks: How could … long-term rates be so low if…