Inflation vs. P/E Model (1965 to Present)

  Relative to this morning’s column, consider this discussion about inflation and valuation: From Savita Subramanian:...

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Stovall: Inflation/Rate Adjusted Stocks Don’t Look Expensive

  “When an inflation overlay is included, P/Es don’t look as expensive” -Sam Stovall   The U.S. equity strategist at...

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Fed Dove-Hawk Scale

Source: Reuters

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Consumers’ Attitudes and Their Inflation Expectations

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Labor Participation Rate and (lack of) Wage Inflation

Marginal Participants Await Higher Wages       Very interesting analysis on the Not in Labor Force cohort from Bloomberg...

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Inflation Dynamics During the Financial Crises

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Have Long-Term Inflation Expectations Declined?

Have Long-Term Inflation Expectations Declined? Fernanda Nechio FRBSF April 6, 2015     Based on surveys of professional...

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How much weight does the FOMC put on inflation vs unemployment?

From Torsten Sløk, Ph.D.: When I discuss the timing of Fed liftoff with clients it is essentially a debate about how much weight the...

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More Signs of Wage Inflation

From Torsten Sløk of Deutsche Bank: The first chart below shows that over the past year employer costs have risen significantly. The...

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Measuring Inflation Forecast Uncertainty

Measuring Inflation Forecast Uncertainty Edward Knotek, Saeed Zaman and Todd Clark Cleveland Fed, 2015-03 | 3.20.2015    ...

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