But what’s more important is that it is dropping while picking up velocity while realized volatility is also dropping. Connect the dots McFly. Or, let Evil Speculator do it for you: https://evilspeculator.com/the-pressure-cooker/ Mmm num ba deDum bum ba beDoo buh dum ba beh beh Pressure pushing down on mePressing down on you, no man askContinue reading “ZB – Free Fallin’”
Tag Archives: #inflation
Knock Knock Knockin’ On Inflation’s Door
Brian Wesbury, Advisor Perspectives: https://www.advisorperspectives.com/commentaries/2021/02/08/the-return-of-inflation Combined, Americans saved about $2.9 trillion in 2020, more than doubling the previous record high of $1.2 trillion in 2018. As of the third quarter of 2020, the amount Americans held in checking accounts, savings accounts, time deposits, and money market funds was up $2.8 trillion from the year prior.Continue reading “Knock Knock Knockin’ On Inflation’s Door”
The M2 Is All You Need to Know
Alistair Lacleod: From last March until today, we can see a total of $8 trillion worth of QE (money printing) required to pay for all the programs, and that includes Biden’s $1.9 trillion, which I know has not been authorized—yet. The figures are enormous. There is absolutely no way that the dollar can hold itsContinue reading “The M2 Is All You Need to Know”
Home Prices Soar At 4.5 Times The Fed’s Inflation Target In All US Cities
Tyler Durden (ZeroHedge): Well, here’s an idea: maybe all the central-planning megabrains at the Marriner Eccles building and 33 Liberty Street can take a break from whatever circle jerk they are engaged in right now, and look at the latest Case Shiller numbers which showed not only that home prices surged at the fastest pace inContinue reading “Home Prices Soar At 4.5 Times The Fed’s Inflation Target In All US Cities”
Gonna Party Like It’s 1999
Here’s The Contrarian on the current asset bubble we’re in: The U.S. stock market and U.S. bond market are historically overpriced, and real estate is at the high end of the valuation scale too. Starting valuations are so poor that seven-year real return forecasts are direr than they were even in 2000 and 2008. InContinue reading “Gonna Party Like It’s 1999”
China Joe v. Gold
China Joe seems bent on blowing out the money supply in an absolutely pathetic hope of “stimulating” demand and GDP growth. Well, the only thing likely to be “stimulated” is the demand for synthetic gold (you know what that is) and gold. Here are your trading targets – “shooters, watch your lane.”
Inflation News
Your money is worth less by the amount the Fed expected. Per ZeroHedge: The final print actually matched expectations, rising 0.4% MoM (vs +0.2% MoM in November) pushingthe YoY print for the headline CPI up to +1.4%. This is the seventh straight rise in consumer prices. But, when you get into the details, it’s lookingContinue reading “Inflation News”
Inflation Ahead?
Per MorganStanley, five factors will drive inflation: 1. First, private sector risk appetite has experienced limited scarring: As we have argued at length, the pandemic was an exogenous shock. Policy-makers were unfettered by moral hazard concerns and had little hesitation about underwriting household and corporate income losses to an unprecedented degree. In particular, while unemployment costContinue reading “Inflation Ahead?”
A Blue Wave of Helicopter Money
Corporate elites get their payday. As for the rest? Qu’ils mangent du gâteau. And remember what history teaches happens next: après moi le déluge https://www.zerohedge.com/markets/here-are-full-blue-wave-implications-politics-markets-and-economy
Inflation Ahead? Or Is It Already Here?
Here is the M1 – the most liquid of all measures of the USD money stock. Note the growth during the Obama years following the Great Financial Crisis. Slowed a bit under Trump. But relentlessly grew faster than the economy. Until CoVid hit when the M1 exploded. Until November 2020 when the M1 went hypersonic.Continue reading “Inflation Ahead? Or Is It Already Here?”
Econophysics2020 