The US disinflation story is over. We were in the dovish inflation camp in H2 2022, as inflation momentum was clearly slowing. But that slowing has run out of steam and quarter-over-quarter (lhs) and 3-month (rhs) core inflation rates are …
Inflation has now proven to be hotter than expected 5 consecutive times this month. CPI revised higher for Nov/Dec, Jan PPI above expectations, Jan CPI above expectations, and PCE rising AGAIN. Disinflation is the new transitory. We are breaking it …
Photo by Fengyou Wan From Peter Reagan at Birch Gold Group When the Biden administration, the Treasury Department and the Fed have all turned out to be wrong about inflation to this point, they’re eager to tout any hint of positive news. For …
#Recession #disinflation #retail #inventory https://t.co/0l4wR7uKHb — TraderStef (@TraderStef) May 31, 2022
by Shaun Richards Today the news is centered on China and we can start with a signal of inflation rattling through the system. 2021 August, the country’s industrial producer prices rose 9.5% , up 0.7% ( China Statistics) So we have a continuation …
Wall St. For Main St., Released on 6/18/21 Adem Tumerkan from Speculators Anonymous made a contrarian guest post video about how and why deflation or disinflation can come in the next few months. There is also brief commentary about Adem’s …