Here’s one of those things that make you scratch your head while mouthing the words WTF to yourself. My friend and RM colleague...
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Yesterday, Traders embraced the release of the FOMC minutes. Indices were flat up until just before the 2:00pm release, and then took...
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Wow, turns out we were pretty timely with our response this morning. This morning, the ECB chief noted that the "risks to the...
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I have been a critic of the official inflation rates for quite some time. Recently, some have taken me to task for this. Brad DeLong...
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First Bloomberg, now Newsweek: One of our favorite topics — inflation ex-inflation — has been slowly creeping into the...
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Speaking of Inflation, you can actually see the official inflation rate of China here: Some of the actual data: Food inflation is running...
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I did a really crappy job last night responding to Jason Trennert’s comments on inflation. Mostly because I was stunned that, at...
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Yesterday, we noted how the CPI has diverged from reality (CPI Inflation Data is a “Lie”). Today, I wanted to direct your...
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We have long railed against the absurdity of the CPI data. The ridiculous adjustments, the lack of correlation between CPI prices and...
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Last week, we noted that Reports of the Death of Inflation Have Been Greatly Exaggerated. The greenback has been in freefall, and that...
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