Fundamentally Speaking . . .
On Wednesday morn, Doug Kass opined: Fundamentally Speaking The fundamental problems with the market run deep. We live in a world in...
Non-energy Prices Lift Wholesale Prices
Asha Banglore notes: "The core CPI, excluding food and energy, edged up 0.2% in January, following a 0.1% increase in December. On a...
Non-Core CPI (known elsewhere as “Prices”)
I just read a commentary by RaJa’s Jeff Saut, that is dead on target with our prior commentary: "The call for this week: We...
Flat Yield Curve!
Mark Thoma asks: When should we worry about the yield curve? Chart courtesy of Angry Bear Note that each inversion (spread...
Fed: Stagnant Net Worth for Typical US Family
Every 3 years, the Federal Reserve undertakes a massive survey of nearly 5,000 US families. The interview process is comprehensive,...
Health Spending Likely to Outpace Economy’s Growth
Following yesterday’s inflation posts, here’s a decidely non-food, non-energy source of inflation: Health care: "While...
Is the Fed Done? Depends on What Page You’re Reading
Inflation remains a worry for some Fed officials, and might require further rate hikes. Or, the Fed is nearly done with their tightening...
CPI reveals that except for everything going up in price, there...
Original: "Consumer prices surged last month on higher energy and food costs but underlying price pressures remained largely...
Continuing Upside Risks to Inflation
Here’s the key inflation paragraph from yesterday’s Fed minutes "Participants noted that, while the pass-through of...
House of Morgan(s)
I’ve been meaning to post this for some time: The Battle is on to see who can outbid each other in the race get GDP wronger: ...