Small caps -18% from the November highs…. Inflation and slowing growth are driving the market down like ‘fire and ice’

https://t.co/hIyV5rrzYC — Invariant Perspective (@InvariantPersp1) January 20, 2022 🇺🇸Philly Fed Mfg Index Update🧐 pic.twitter.com/mNmNJnH60b — Antonio Pérez-Algás (@apanalis) January 20, 2022 A broad measure of money (that includes institutional money assets like treasury bills) is back to its pre-crisis growth …

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Germany’s 10-year Bond Yield Rises Above 0% For First Time Since May 2019; U.K. Inflation Surprises With Jump to Highest in 30 Years. Wage Hikes Zeroed by Inflation

https://twitter.com/PriapusIQ/status/1483697971728429060 https://twitter.com/WifeyAlpha/status/1483777562002214912 UK Wage Hikes Zeroed by Inflation Inflation has nullified increases to wages in Britain last year, with workers experiencing a decline in pay in real terms in November, the Office for National Statistics (ONS) revealed on Tuesday. The …

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When Higher Prices Are Not Inflation

by Doug French via Mises Back to 2020, the federal government’s covid-mandated shutdown of meat production plants hobbled the nation’s meat production capabilities, leaving farmers with nowhere to send their beef. This resulted in them having to cull cattle and other livestock. The uncertainty caused farmers to scale …

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It is not an *excess* of demand that is driving inflation, but a *reallocation* of demand…. Americans have dramatically increased their spending on goods leading to supply chain issues

I agree Mr. Politano. That people couldn’t spend much money on services during the pandemic led to more demand for goods, leading to supply chain issues. Let’s see whether this trend shifts. — Kaya Özyürek (@KayaOzyurek) January 17, 2022 Not …

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Dem: Spending stops inflation

House Appropriations Committee Chairwoman Rep. Rosa DeLauro (D‑Conn.) claims that the expanded federal child tax credit and passage of President Biden’s stalled, multitrillion-dollar Build Back Better Act would help fight inflation.Inflation has hit its highest level since 1982, according to …

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High Inflation Means Lower Equity Valuations – Shiller’s CAPE at 40 today, likely to drop to 25 at 5% inflation. 37% equity decline possible.

High Inflation Means Lower Equity Valuations – Shiller's CAPE at 40 today, likely to drop to 25 at 5% inflation. 37% equity decline possible. h/t @michaellebowitz @jam_croissant @spotgamma @AnnTrades @HarrisSamaras #trading #TRADINGTIPS #ES_F #SPX500 #OptionsTrading #Options pic.twitter.com/nqSyDzAf77 — Patrick Hill …

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U.S. producer price inflation jumps 9.7% in December from a year ago, the highest y/y increase on record. U.S. DOLLAR plummeting hard. The Fed is still acting too slowly??

U.S.🇺🇸 DOLLAR 💵 pic.twitter.com/yNiCOpMcHi — Win Smart, CFA (@WinfieldSmart) January 13, 2022 US December headline PPI inflation came in at 9.7%, a new record and just below the median forecast. The core measure was 8.3%, compared to the prior 7.7% …

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