Posts Tagged ‘Inflation’

  • Inflation? Not Just Yet, but It’s Coming
    Posted by on February 16th, 2012 at 8:49 am, Comments: 0

    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. [...]

  • Inflation, Silver and Gold, Oil, Meat and Grain and TVs
    Posted by on April 28th, 2011 at 10:28 am, Comments: 0

    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 [...]

  • Inflation, Where is it?
    Posted by on April 20th, 2011 at 3:51 pm, Comments: 0

    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 [...]

  • Do We Have Inflation? Or Not?
    Posted by on April 12th, 2011 at 6:29 am, Comments: 0

    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 [...]

  • Inflation, US Number One Export
    Posted by on February 11th, 2011 at 7:31 am, Comments: 0

    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 [...]

  • China and US Government Policy
    Posted by on February 7th, 2011 at 6:42 am, Comments: 0

    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 [...]

  • A Commodity Bull Run, If You Can Eat It
    Posted by on January 31st, 2011 at 10:08 pm, Comments: 0

    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 [...]

  • Artificial Inflation
    Posted by on January 28th, 2011 at 6:52 am, Comments: 0

    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. [...]

  • UK Inflation, Government Induced
    Posted by on January 18th, 2011 at 7:37 am, Comments: 0

    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 [...]

  • Is There An Education Bubble?
    Posted by on January 15th, 2011 at 6:31 am, Comments: 0

    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 [...]

  • Inflation Hits A High
    Posted by on January 14th, 2011 at 6:48 am, Comments: 0

    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. [...]

  • Expected Inflation, Demographics and Sticky CPI
    Posted by on December 26th, 2010 at 10:56 pm, Comments: 0

    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. [...]

  • Remain Calm, No Inflation to See Here
    Posted by on December 16th, 2010 at 10:35 am, Comments: 0

    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. [...]

  • Food Glorious Food and Inflation
    Posted by on November 18th, 2010 at 3:40 pm, Comments: 0

    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 [...]

  • Food Price Inflation
    Posted by on November 11th, 2010 at 12:41 pm, Comments: 0

    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 [...]

  • Stretching That Rubberband
    Posted by on October 15th, 2010 at 7:29 am, Comments: 0

    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 [...]

  • PPI Up, Jobless Claims Up
    Posted by on October 14th, 2010 at 8:45 am, Comments: 0

    PPI was up .4%, Jobless Claims were up. Market still up. No surprises there. The key number is CPI. Let’s see how long producers can [...]

  • Competitive Devaluations, Trade War Coming Next
    Posted by on October 14th, 2010 at 8:05 am, Comments: 0

    This is dangerous. The entire world has decided to play the competitive devaluation game with their currencies. Next step, protectionism. Great article in the Financial [...]