And still beating stocks
Category: Dollar
Value of the US Dollar, inflation, deflation
April CPI
Good enough for Wall Street
Is The Yield Curve Obsolete?
Or tsunami ahead?
Strike Three CPI
The Ostrich School of Economics is surprised again
The Many Minds Of Jay Powell
… and one has a migraine …
The CPI Shocker Everybody Expected
Consumer price reacceleration continues
A Fork In The Road
Which way will markets turn?
Denial … Anger …
The stages of inflation
The CPI Shocker We Expected
Pivot fantasies meet hard realities
It’s Baaack …
Disinflation, we hardly knew ye…
Inflation Update
Some rare if tentative good news
CPI Accelerates
Year over year CPI comes in above market expectations
Market Outlook 2024
Review and preview
The Titanic Effect
Standing on the deck of the Titanic remarking how the ocean is rising
CPI – A Lagging Indicator Of Inflation
The field of economics misses the elephant in the room
The Bond Phoenix
The bond market rises from the ashes
Going For The Gold
Got gold?
A Day Of Inflation
Good news on inflation creates bad news on inflation
Inflation Protecting Your Portfolio
It’s not just about TIPS and commodities
Revenge Of The Bond Vigilantes
A once thought to be extinct species roars back to life
CPI Spikes
Pace of CPI picks up
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