Posts tagged Inflation

Inflation or No Inflation?

Is there inflation? Or isn’t there? Pundits are arguing about it. Now, there are articles about it. It almost seems like left leaning media outlets say there is no inflation, and the right leaning ones say there is. The best …






Is Bitcoin Deflationary? Inflationary?

In the comments on one of the Bitcoin posts, someone posited that Bitcoin is deflationary. Other posts on Bitcoin that I have seen have said similar. Others worry it might be inflationary, since it’s easily divisible. It’s neither and here …






Inflation? Not Just Yet, but It’s Coming

PPI was out today, with an increase, but less than expected. Jobless claims were down. The labor participation rate is the lowest it has been. These are data points. There are things going on in the background that are alarming. …






Inflation, Silver and Gold, Oil, Meat and Grain and TVs

Traditionally, the Federal Reserve is always behind the curve when it comes to monetary policy. When inflationary pressures are building, the Fed fails to recognize it and doesn’t lift reserve requirements or raise short term rates. When the economy slows, …






Inflation, Where is it?

If you look at the CPI, you won’t see much inflation yet.  If you look at the PPI, you won’t see much inflation yet.  But Gold ($GLD) traded over $1500 an ounce which every one said was a psychological barrier. …






Do We Have Inflation? Or Not?

The Federal Reserve is out on the street trying to persuade people there isn’t any real inflation.  The far right wing is telling people to start canning food and to keep buying gold because we are going back to stone …






Inflation, US Number One Export

Vietnam devalued its currency by 8.5%.  China maintains its dollar peg and refuses to let its currency appreciate.  Thailand is battling inflationary pressure.  The Middle East has been destabilized by price increases. A lot of the inflationary pressure in developing …






China and US Government Policy

Looks like it’s going to be a big day in the grain room at the CBOT.  The US Grain Council said it received information that China will be importing more corn than ever.  The speculation that will drive speculation is …






A Commodity Bull Run, If You Can Eat It

Egypt certainly affected commodity markets.  Brent Crude oil topped $100 bucks a barrel. Oil in the US rose in sympathy.  But the real action was in things that you could eat.  Wheat, Sugar, and meat all ran up to record …






Artificial Inflation

Inflation is really tricky. What is known is that the US Federal Reserve has tried to get a little inflation going via its monetary policy. Central banks in other countries, namely the UK and Japan have tried to inflate.  Many …






UK Inflation, Government Induced

The Financial Times has an article on “UK inflation Hitting an 8 Month High”. Splashy headline. All kinds of stats. The real meat isn’t until the middle and end of the article. “Inflation excluding indirect taxes rose from 1.6 per …






Is There An Education Bubble?

Instapundit and many others certainly think so.  Anecdotally, it seems like there could be one given the prices that many colleges are charging.  Instead of thinking about it in terms of what people say, let’s look at some math.  Numbers …






Inflation Hits A High

Inflation in the Eurozone hit a 26 month high. Inflation in the US and the rest of the world are also at short term highs. The prices of core commodities have risen dramatically in the past year. However, the inflation …






Expected Inflation, Demographics and Sticky CPI

It’s the last week of trading.  New York is getting pelted with snow, and both of their football teams came to the Midwest and lost.  The New York Giants will be overnighting in beautiful Green Bay, Wisconsin.  There is no …






Remain Calm, No Inflation to See Here

First, the good news: Bacon prices dropped from $4.77 a pound to $4.70 a pound over the last month! Clearly, Americans are worried about inflation. If recent TIPS auctions are any indicator, they are pricing in hyperinflation.  Back in October, …






Food Glorious Food and Inflation

Secretary of Agriculture Tom Vilsack said today that food prices will not increase.  Media personality Glenn Beck says food and clothing will increase.  Is America on the way to becoming the next Weimar Republic?  Who is right? In this case, …






Food Price Inflation

Right now, the devaluation of the dollar is being blamed for the increasing prices of all commodities. Food and Fiber have had some pretty smart rallies in the past few months. Some of this is also due to the actual …






Stretching That Rubberband

Over the past couple of weeks, we have seen some big moves in a lot of markets. The dollar sell off. the grain rally. The meat break. Cotton and gold rally. Bond rally.  Markets feel stretched. Might be time for …