Bloomberg: Inflation Is Coming Thanks to Trump’s Tariffs
Inflation Is Coming Thanks to Trump’s Tariffs Levies on steel and aluminum have yet to filter through to prices. But they will....
The Impact of Steel & Aluminum Tariffs on Inflation
Steel prices are up 40% this year since tariffs were introduced: Source: Torsten Sløk, Deutsche Bank Securities More on...
When Will Wage Growth Begin in Earnest ?
Where’s Your Raise? It Should Be Coming Pressures for bigger pay increases are building, but have yet to show up in the data....
Inflation Is Not a Problem (Yet)
Why to Keep Your Inflation Anxiety in Check Yes, prices are rising faster, but all signs suggest it won’t amount to much. Bloomberg,...
Bloomberg: Why Inflation Is Not a Problem (Yet)
Why to Keep Your Inflation Anxiety in Check Yes, prices are rising faster, but all signs suggest it won’t amount to much. Bloomberg,...
How Stocks Correlate With Higher Interest Rates
Sources: LPL, Bloomberg We have discussed this many times before, but once more: equities tend to move higher with...
Inflation: Price Changes 1997 to 2017
Source: AEI I have shown versions of this chart before (see this and this) but the update is worth reviewing given that...
Why Is Inflation So Low?
Why Is Inflation So Low? Juan M. Sánchez, Hee Sung Kim Regional Economist, St. Louis Fed First Quarter 2018 The U.S....
Effects of Inflation on Market Capitalization
Source: NYTimes Fascinating pair of charts from NYT showing the impact of inflation on relative market cap. Look at the inflation...
Have Inflation Dynamics Changed?
Have Inflation Dynamics Changed? Edward S. Knotek II Federal Reserve Bank of Cleveland, 11.28.17 Using...