Stagflation reigns in the Euro area
by Shaun Richards This morning has brought rather a torrent of data on the Euro area economy and as we peruse the numbers we see that we were on point with our theme. Let us start with La Belle France …
stagflation
Stagflation, energy crises, and ‘malaise’: The last time inflation was this high
The last time prices were increasing this quickly was in 1981 when Ronald Reagan was president, interest rates were near record highs, and the United States was embroiled in the Cold War. The country has changed significantly since the Great …
Mohamed El-Erian: Fed is going to push us into recession and stagflation
CNBC, Released on 4/11/22 Part 1 (parts 2 & 3 below) "There's a very, very narrow pathway for orderly disinflation," says @elerianm. "The market is starting to sense it that the Fed is going to push us into a recession …
BLOOMBERG Opinion: “Stagflation is already here in the U.S. housing market”
https://twitter.com/i/events/1504719354000076801 🏠 If you want to know what stagflation looks like, check out the housing market. The conditions that existed during the 1970's — high inflation and stagnant output — are happening already in this segment of the U.S. economy …
Stagflation Alert! Moody’s, On Global Economic Outlook: We Are Reducing Global Economic Growth Projections And Raising Inflation Forecasts.
MOODY'S, ON GLOBAL ECONOMIC OUTLOOK: WE ARE REDUCING GLOBAL ECONOMIC GROWTH PROJECTIONS AND RAISING INFLATION FORECASTS. — FinancialJuice (@financialjuice) March 17, 2022 The y/y change in US rail volumes demonstrate freight downturns The Economic slowdown is here = stagflation UBS …
The ECB now faces a severe burst of stagflation as PPI in Italy rises to 32.9%
by Shaun Richards Today we can switch to the other side of yesterday’s coin. All those Eurobonds have to be bought by someone and the biggest buyer of Euro area bonds is of course the European Central Bank or ECB. …
How will the US Federal Reserve respond to stagflation?
by Shaun Richards March was supposed to be the month that the US Federal Reserve raised interest-rates by 0.5%. or at least so we were told. On the way to a series of rises with some predicting nine of them. …
The economic consequence of Russia invading Ukraine is more stagflation
by Shaun Richards Today is a grim day as we wake up to the news that Russia has invaded Ukraine. It is hardly a surprise but still has shaken up some financial markets which have seen big moves. It also …
Central Banks’ Job Has Now Become Impossible. Stagflation Is Now A Real Case
US breakevens are at the highest level in 2 decades. So we have rising risk of inflation and further dent in economic growth. CBs job has now become impossible. Stagflation is now a real case @AlessioUrban pic.twitter.com/OfelpmY8h9 — Menthor Q …
Hyper-stagflation?
The ECB hasn’t even started to taper and Germany is in recession.. at least the central banks are “data-dependent” It’s time to start a war now to end the story — Alessio (@AlessioTMAD) February 21, 2022 US misery index : …
STAGFLATION – This is the dead end street that central banks are now stuck in.
STAGFLATION@SoberLook pic.twitter.com/jRmTL58YNW — Win Smart, CFA (@WinfieldSmart) February 9, 2022 Stocks down, bonds down, USD down…then whats up ? Crude oil and foreign exchanges. This is not 2000 this is not 2008, this is 70s stagflation bear market bear works …
GDPNow Is Flashing Stagflation, Maybe Recession
BY JOHN RUBINO Conventional wisdom holds that the U.S. economy is overheating. New workers are virtually unavailable, raw material costs are soaring, and of course financial asset prices are in the stratosphere. And that’s why the Fed has to tighten aggressively. …
This Tight Labor Market Actually Assures a Stagflation Recession
by David Haggith I try to point out risks I believe most people do not want to see or cannot see because they don’t fit the norm by which people construct their perception of reality. I am accustomed, therefore, to being …
Crying Time! Atlanta Fed GDP Forecast TANKS To Near Zero (What Will The Fed Do With STAGFLATION??)
by confoundedinterest17 Well if the Atlanta Fed’s GDPNow forecast is accurate, The Federal Reserve is going to have to think about its 5 upcoming rate cuts. Because its Crying Time for the Biden Administration. Stagflation anyone? This news will not be well …
Nick Barisheff: Stagflation Looming, Holding Gold “More Important Than Ever”
Investing News Network, Released on 1/19/22 (Recorded on 1/12/22) *This interview was filmed on January 12, 2022 US inflation data released last week shows that the Consumer Price Index jumped 7 percent in 2021, marking the biggest 12 month increase …
Americans Waking Up To Inflation & Stagflation…Elected Officials To Be Voted Out?
by Jason Burack of Wall St For Main St A new poll shows voters think Biden is making inflation worse. FULL SHOW NOTES AND LINKS HERE Commit to tipping us monthly for our hard work creating high level, thought provoking content that includes …
Jason Burack: China Has A Big Stagflation Problem
Wall St. For Main St., Released on 12/29/21 A 13.5% official producer price index (PPI) number in China is not the real number. China has a big inflation problem and it’s pushing up prices worldwide https://www.cnn.com/2021/11/10/econom… Real estate prices are falling, …
UK GDP is revised higher but stagflation is on its way
by Shaun Richards This morning gives us an opportunity to review the UK economic experience over the pandemic and also to look ahead, as it is the season or at least day for economic growth ( GDP) revisions. In terms …
Alternative Economists Were Right – the Stagflation Crisis Has Arrived
From Brandon Smith For many years now there has been a contingent of alternative economists working diligently within the liberty movement to combat disinformation being spread by the mainstream media regarding America’s true economic condition. Our efforts have focused primarily on …
Like Stagflation? You Will Love Build Back Better
On November 18, the U.S. House of Representatives narrowly passed the single-largest spending bill in American history: President Biden’s Build Back Better Act. Now, the only thing standing between Build Back Better becoming the law of the land is the …
Can’t decide if next year will be Hyperinflation, Reflation, Growthflation, Stagflation, Deflation, Depression or Collapse….
by mark000 Let The 7-way Free-For-All begin! Hyperinflation ….of the USD Reflation ………..Goldilocks, positive GDP and normal CPI Growthflation …..positive GDP, high CPI Stagflation ………Zero/small negative GDP, high CPI Deflation ………..Japan, Zero/small negative GDP, zero/negative CPI Depression…….. Large negative GDP, large negative CPI Collapse ………. “UNPOSSIBLE” …
Stagflation?
Stagflation? 🤔 pic.twitter.com/CiYX1kpyD6 — Win Smart, CFA (@WinfieldSmart) November 16, 2021
Slipping Into Darkness? Inflation + Growing Recession Probability = Stagflation?
by confoundedinterest17 Is the US slipping into darkness? The smoothed US recession probability just rose to 44.40%. Meanwhile, the CPI YoY rose to 6.24% YoY. The Fed has been lowriding rates since late 2008. Why can’t The Fed be friends with …
Biden Spending to Build Back Stagflation
by: Stefan Gleason President Joe Biden signed a $1.2 trillion “infrastructure” bill into law on Monday amid growing concerns that his administration’s policies are fueling higher inflation. Former Treasury Secretary Larry Summers, a Democrat, is warning of an economically and politically …
Stagflation is tightening its grip on Germany
by Shaun Richards Today has opened to a drumbeat that has become increasingly familiar in Germany. WIESBADEN –In October 2021 the selling prices in wholesale trade rose by 15.2% compared with October 2020. This was the highest annual rate of change …
Daniel Lacalle: The risk of stagflation is rising but central banks will likely keep a very loose policy.
The risk of stagflation is rising but central banks will likely keep a very loose policy. pic.twitter.com/GAdLV9bwAN — Daniel Lacalle (@dlacalle_IA) October 31, 2021
Stagflation is tightening its grip on the economy of Spain.
by Shaun Richards Over the past couple of months we have become increasingly concerned about the economy of Spain which is caught between a burst of inflation and a slowing economy. This morning’s official release will focus more minds on …
The Bank of England is facing the stagflation it has created
by Shaun Richards Today brings a collision between a couple of trends for the UK and finishes off a week full of data. It also brings a couple of my themes into play and in fact three as the Bank …