Inflation
CPI “Housing” Cooling Off
One development that is currently dampening rent hikes is the increasing conversion of condo units to rental units, increasing the overall supply of rentals.
Inflation Outlook: Remains Worrisome
September CPI and PPI reports are likely to be much less favorable (more inflationary).
2007 Outlook: CPI Accelerating In Q4, Economy Creeping Along, But Recession In 2008?
Expect economy to slow the remainder of 2007, as a result of slower consumer spending as well as housing and auto woes. A 2008 recession is now a strong possibility.
Inflation Outlook: Worrisome
We expect most broad inflation measures to accelerate over the remainder of the year.
2007 OUTLOOK: CPI Accelerating In Second Half, Economy Creeping Along, Recession In 2008?
Bond market targets were increased in July, based on rising global rates, strong global economy and expected inflation acceleration.
Inflation Outlook: Worrisome
We expect most broad inflation measures to accelerate over the remainder of the year, including: CPI, Core CPI, PPI and GDP deflator.
2007 OUTLOOK: CPI Accelerating In Q4, Economy Creeping Along, But Expect Recession In 2008?
Expect economic expansion to pick up a bit after weak first quarter, but a 2008 recession is a possibility.
Inflation Acceleration Expected In Second Half 2007
Despite what the media babbles, inflation trends are not slowing.
View From The North Country
2007 half time report. Revisiting our original 2007 projections with some current modifications. Outlook for stock market, interest rates, inflation, profits, economy, the deficits, the U.S. dollar and gold.
2007 OUTLOOK: CPI Accelerating In Q4, Economy Creeping Along, But Expect Recession In 2008
Expect economic expansion to pick up a bit after weak first quarter, but a 2008 recession is a possibility.
Inflation Acceleration Expected In Second Half 2007
Inflationary trends are not slowing. The six month annualized PPI rate of change is almost +10% and the CPI almost +5%, both above their respective twelve month rates.
2007 OUTLOOK: CPI Accelerating In Second Half, Economy Slowing, Recession In 2008?
Expect economic expansion to slow down in the second half. A 2008 recession is a possibility.
Second Half 2007: Inflation Acceleration Expected
CPI inflation accelerated again in March. As we see it, the important development is that inflation has broadened out.
2007 Outlook: CPI Accelerating In Second Half, But Economy Slowing
Still believe interest rates could be headed higher in 2007. While the economy does seem to be slowing and a recession is a possibility by early 2008, we expect the twelve month rate of inflation to accelerate in the second half of 2007.
Inflation Outlook: Worrisome
CPI and PPI monthly inflation kicked up a bit with February readings and could do so again when March results are released.
2007 Outlook: CPI Tame First Half With Moderate Economic Growth
We still believe interest rates are headed higher in 2007. Investors have sought the safety of U.S. Treasuries amid concerns of slowing economic growth and sub-prime jitters, sending ten year T-Note yields to their lowest level since December 2006.
View From The North Country
Even though it is entering its sixth year, the Industrial Metals play is not over. It seems to be entering its third and last act, an act that could run for at least another 18 months.
2007 Outlook: CPI Tame First Half With Moderate Economic Growth
We believe interest rates are headed higher in 2007. Economy picked up some in Q4. Bond market sentiment still looks too optimistic.
Inflation Trends Are A Mixed Bag
Twelve month rates of change for both CPI and PPI have been trending down over the past fifteen months, and seem to be less of an immediate threat. But, the Core CPI seems to be in an uptrend.
2007 Outlook: CPI Tame First Half And Economy Chugging Ahead Slowly
Expect economic recovery to pick up a little steam in early 2007, before slowing down in the second half. A 2008 recession is a possibility.
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March 2026 Issue
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