QOTD: Inflation
"Inflation is the cruelest tax." I was trying to confirm the first person who actually wrote or said that (as opposed to...
OER / CPI and New York Rentals
Can CPI go lower, regardless of what inflation actually does? Yes, according to Barclay’s Capital Research (whic we cited earlier)....
OER, CPI and the Fed: A Strange Love Story
What do apartment rents in NYC have to do with Federal Reserve policy, interest rates, and rising bond yields? According to a recent...
The Value of the Dollar
This week’s Up and Down Wall Street looks at a recent analysis out of QB Partners. They are a hedge fund run by Lee Quaintance and...
China Triple Whammy
Concerned about rampant speculation, China acted today to let some air out of the rapidly inflating equity bubble: • China will raise...
Inflation Errors (Part II)
Yesterday, we looked at a way to measure actual Inflation: Comparing the "spread" between the Headline CPI data, and that of...
Want to Measure Actual Inflation? See the Core/Headline CPI Spread
As we have previously discussed, inflation remains contained to the rest of the world ex-USA. Globalization be damned, there may be rapid...
Median CPI Up 0.2% in April
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...
CPI & Retail Sales
The rollicking response to Friday’s PPI data makes today’s Consumer Price Index especially significant. Last week, we learned...
Word of the Day: Slowflation
While we await today’s FOMC non-action, let’s edumacate ourselves as to a new definition, via Wordspy, we get today’s...