Inflation Archives - The Big Picture

I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...

 On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman...

Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...

Putting the final touches on my quarterly RWM client call, I wanted to share a chart that is surprising to many people. The...

At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate...

Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...

I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...

Over at Alphaville, Robin Wigglesworth looks at whether ‘Greedflation’ (aka price-gouging) meaningfully contributed to...

Everybody is waiting with bated breath for today’s 2:00 announcement about the rates, but let me spare you the suspense:...