Tag: stagflation

In the summer of 2023, I wrote a piece for See It Market titled “What Happens to Interest Rates When the Chinese Consumer Recovers?” The...

Given how loosely all the title terms are used, let’s start with the definitions of each. 1. Disinflation Definition: A slowdown in the rate of inflation—prices are...

First, I must preface everything I am about to write by stating I am not an economist.  With that said, the charts tell a price...

The PCE rises (although far from the 8% peak). The GDP falls (is contraction of the economy over? Meanwhile, stagflation persists along with the trading ranges...

This chart is from our product called Big View. Coming into the FOMC, the sentiment for risk is neutral. A week ago sentiment was 100%...

The market took another turn for the worse this past week, with four weeks in a row in the red and the DOW futures...

Investing in an inflationary environment can be challenging. The markets have been volatile, but stocks have trended steadily higher with corporate earnings.  In stagflation, cash...

After Wednesday’s Fed announcement, the stock market has been sitting in an uneasy state.  The U.S dollar (UUP) has not only firmed but has pushed...

Many are calling the recent market activity similar to the great depression of the 1930’s.  And clearly there are some comparisons.  But what did not exist...

The Case For Stagflation: Prepare For Higher Interest Rates & Energy Prices Note that this article was co-written with Larry Footer. Understanding how trends begin and...