We mentioned Labor Force Participation Rate over the weekend. It is worth exploring a bit further. One of the lesser noted aspects...
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A nice pair of charts from the St. Louis Fed explains part of our fears for a contraction in the coming quarters. Note the shaded gray...
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Can CPI go lower, regardless of what inflation actually does? Yes, according to Barclay’s Capital Research (whic we cited earlier)....
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What do apartment rents in NYC have to do with Federal Reserve policy, interest rates, and rising bond yields? According to a recent...
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Yesterday, we looked at a way to measure actual Inflation: Comparing the "spread" between the Headline CPI data, and that of...
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As we have previously discussed, inflation remains contained to the rest of the world ex-USA. Globalization be damned, there may be rapid...
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The Consumer Price Index (CPI) rose 0.4% in April, following the 0.6% increase in March. Year-to-date, the CPI has risen at an...
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The rollicking response to Friday’s PPI data makes today’s Consumer Price Index especially significant. Last week, we learned...
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The Federal Open Market Committee unanimously agreed to keep the federal funds rate at 5.25% — that’s exactly where its been...
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The Federal Reserve Bank of Cleveland maintains an implied probability of FOMC meeting outcomes on thier site. This month shows a very...
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