Tag: inflation

We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as...

Part One of this series led with a graph from Apollo Global Management implying that we are embarking on an inflation rollercoaster for the...

Friday the market woke up to great news. Mission accomplished on inflation. Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures...

As a follow up to a Daily I wrote on January 7th called "Super Cycles Do Not Just Fade Away", yesterday’s January 23rd Daily...

Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965...

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation of the late 1960s, 70s, and early 80s is of utmost importance...

On inflation I like this quote- “Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core inflation likely...

Th interview below is from a the Daily Briefing with Maggie Lake on Real Vision. This chart is featured along with: Inflation thesis DBA and DBC Why AI...

After a smoking hot week for the stock market, we sifted through the data and present you with 3 key takeaways and data points: Earnings...

In this week's 3 market insights, we discuss Meta, Tesla, and the economic thorn that is inflation. Here's a summary: Meta remains the dominant app download...