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cost-push inflation

What Should Be Happening In Housing

By |2018-06-20T11:54:07-04:00June 20th, 2018|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The word “should” appears in way too much economic commentary. That’s true of the whole broad range of subjects that are related to the economy, but where “should” really comes up is in relation to the labor market. It’s really no mystery why given that the unemployment rate is at an extreme the rest of the data is nowhere near. [...]

Not At All The Inflation They’ve Been Hoping For

By |2018-02-21T12:32:24-05:00February 21st, 2018|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The National Association of Realtors is confused. The trade group for real estate professionals and salespeople just reported a significant drop in the level of resales for January 2018. After peaking at an annual pace of 5.72 million (revised) in November, existing home sales declined to 5.56 million (revised) in December and now just 5.38 million last month. That’s the [...]

Inflation Correlations and China’s Brief, Disappointing Porcine Nightmare

By |2018-01-10T18:16:02-05:00January 10th, 2018|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Two years ago, China was gripped by what was described as an epic pig problem. For most Chinese people, pork is a main staple so rapidly rising pig prices could have presented a serious challenge to an economy already at that time besieged by massive negative forces. It was another headache officials in that country really didn’t need. For economists [...]

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