We’ve been discussing quite a few inflation related issues lately.
Here’s an overview:
• Inflation/Shminflation an excerpt from Barron’s discussing the impact of oil and Fed tightening;
• The History of Inflation ex-inflation a fascinating look at the last time the "core rate of inflation" became the rage — in the 1970s.
• CPI versus Core Inflation for nearly a year as prices rose dramtically, the so-called core rate was declining.
• No Confidence . . . one of the dangers of inmlfation is its impact on Consumer Confidence and spending.
• Deficits and Interest rates do large deficits cause inflation?
• Wages & Inflation: 20 years while wages have kept pace with the cost of goods and services over the past 20 years, Housing, Higher Education, and Medical Care are what are squeezing consumers. Over the past 20 years, energy doesn’t even make the top 3.
• Anti-Bubble or Anti-Inflation? What is motivating the Fed?
• Core Prices versus Non Energy Earnings Why do those who report CPI ex-energy report SPX earnings with Energy? Isn’t that a wee bit inconsistent?
• Fun with Hedonics or: "How I learned to stop worrying about CPI and love inflation." With a title like that, do you really need any more info?
• Juiced Data Where the inflation misunderstanding all began . . .