Dollar
Inflation & The Dollar
Are U.S. markets for labor and capital actually getting tight?
Stocks Vs. The Dollar—More Complicated Than You Think
The recent strength in the dollar coincided with a spike in volatility and weakness in risky assets, but the relationship over the last couple years has been tenuous at best.
Five Reasons Inflation Is Still Missing
Overall demand slack, stubbornly low velocity of money, an overall stronger dollar, painfully low labor cost inflation and weakness in commodity prices are strong disinflationary forces.
Gold: Twelve Years And Going Strong
A textbook, commodity-like top in gold would be a panicky, spiky event that would take the metal well above $2000.
Reported Inflation Should Be Muted In 2012
For 2012, the reported CPI is expected to slip down to the +2% area (although items like lunches, transportation, parking and food may continue rising at close to a 10% rate).
Inflation Pressures Continuing To Heat Up...Boosted Year End Projections
CPI rose 0.5% in May (before seasonal adjustments), down from April’s +0.6% monthly increase.
Despite Falling Commodity Prices, Inflation Still Expected To Accelerate In 2011
Latest PPI month/month increase was +1.2%, however the latest report is a measure of inflation from mid March through mid April and does not include the impact of the plunge in commodity prices.
Inflation Pressures Becoming More Evident
All three PPI measures have their six month rates of change well above the 12 month rates, so the trend points toward even higher inflation ahead.
Look Out For Rising Inflation This Year
Given global economic recovery, and Fed action meant to stimulate the U.S. economy, we expect that inflation fires will heat up significantly in 2011.
Inflation Acceleration In 2011
By keeping interest rates at extreme lows and printing money, the Fed is trying to reflate, convincing consumers to spend, not save and investors to buy riskier assets.
Inflation Acceleration In 2011
Commodities are on fire, and it’s not just because of the weaker dollar. Commodity prices are signaling significant pass-through inflation pressures building.
Inflation Acceleration In 2011
We see the perceived deflation threat developing into commodity-based inflationary fears.
View From The North Country
Steve presents the transcript of his April 3rd interview with Barron's Senior Editor, Sandra Ward.
Inflation Watch
We continue to be more optimistic about the dollar than most, and believe the post election U.S. dollar weakness was overdone.
Inflation Watch: 2005 Outlook
For now the economic expansion remains healthy, but could fade some in the second half of the year.
2005 Outlook: High Energy Prices Will Show Up In Next CPI & PPI Reports
We estimate +3.3% real GDP growth in 2005, after weakening in the second half of the year.
Inflation Watch: 2005 Outlook
CPI and PPI declined more than expected in December due to impact of lower energy prices.
Looking Ahead To 2005
Continued U.S. dollar weakness could certainly be an inflation negative, but we are getting more optimistic about the dollar.
Recent Surge In CPI/PPI Inflation Temporary, Not Sustainable
Higher oil prices and higher food prices pushed recent CPI and PPI higher. Next month’s readings will likely show less inflation with oil prices coming down some recently.
Industrial Metals Stocks: October Brings A Wild Ride For Metals Investors
Physical metals experienced a deep sell-off on Wednesday Oct. 13th. It was one of the largest single day drops ever in the base metals markets, prompting London metals traders to dub the day “Black Wednesday.”
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