Pace of CPI picks up
Category: Dollar
Value of the US Dollar, inflation, deflation
Crude Bubbling Up
Oil that is
It’s About The Fed
Of two minds?
CPI Rises
The declining trend of CPI inflation is over
US Government Credit Rating Lowered
Uncle Sam on FICO score watch
Are US Stocks Up Today?
The topsy turvy world of financial media
Treasury Yields Break Six
Inflation reaccelerating
Debt Debacle
Debt ceiling tremors
Enough With The Rate Hikes
The Fed has become a one trick pony.
From Disinflation To Reflation
Goods and services disinflation gives way to reflation.
Inflation Update
Tracking the inflation pig through the economic python
The Flow Of Inflation
Following the money
Making Stock Market History
A history of stock market performance and the drivers of real returns.
Enjoy The Halftime Show
Softer than expected CPI sends USD over a cliff.
The Whites Of Its Eyes
A big picture review of financial markets.
Dollar Down
The US dollar leads the currency market lower
Pounds & Gilts
The 2022 Currency Crisis Deepens
It’s All Relative
Everything is a cross rate.
Weekly Update 20220917
Markets update
Fed Outlook Update
Monetary policy outlook update
King Dollar Rules The World
Long live the king?
Inflation Expectations
Wishful thinking on Wall Street
Currency Hedging Foreign Investments
The currency hedging illusion.
Why Can’t Economists Understand Inflation?
How did they miss it?
How Many Basis Points Did You Say?
MarketWatch – Bill Ackman & Jeff Gundlach on a Fed moon shot.
Inflation And Rising Prices
Unraveling the confusion between inflation and rising prices.
FDI 2022 0430
What’s moving the markets.
Where Hussman Went Wrong
Brilliant analysis on a shaky foundation.
Interest Rates
How high will the Fed go?
Paper Money Is Debt
Paper money – including the Federal Reserve Notes in your wallet – is debt.
Latest PPI Report 11.2%
Producer prices rise at record year over year.
Latest CPI Report 8.5%
Welcome to the 1970s.
A Day Of Inflation
If inflation can occur over a period of months, why not a day?
A Day Of Deflation
If deflation can occur over a period of months, why not a day?
A Closer Look At Inflation
The Fed is doing the right thing at the wrong time.
Fed Shock And Awe?
Speculation is rampant the Fed will announce an inter-meeting rate hike or hike 50bp at its next meeting.
FDI Update
Inflation Abates
Inflation Is Slowing
A long overdue respite of disinflation is developing.
It’s Been Inflation All Along
The inflation alarms are ringing years too late.
How Many Dollars Are There?
Who owns them and where are they?