What is going to be the next inflation trigger?
I stated in my book What’s Next for the Economy, that I expect an oil shock to be an inflation trigger in the not too distant future. ...
Does the Fed need to adjust its inflation target?
Matt O’Brien, in an article in the Washington Post yesterday, states that the Federal Reserve needs to rethink its inflation target of 2%....
Asset bubbles and inflation - what is the correlation?
Asset bubbles are created when an entity, such as the Federal Reserve, removes the moral hazard of investing and ownership in that asset...
Will a Fed rate pause incur additional inflation risk?
My last Inflation blog topic centered around Fed Chairman Powell’s upcoming (December) Federal Open Market Committee (FOMC) meeting, and...
2018 Year-end summary, and a 2019 projection
2018 has been a year of highs and lows, and a particularly gyrating stock market (that I have likened to a roller-coaster ride in earlier...
The Inflation Fire is starting; will Fed Chairman Jay Powell put it out?
Like a California wildfire, the Inflation fire is just starting, but in due time it will consume billions of dollars’ worth of material...
Just in time for Halloween… the Inflation Zombie!
James Bullard, President and CEO of the St. Louis Federal Reserve Bank, provides insight into Fed thinking in his message “Does Low...
Cleveland Fed: Inflation, the Yield Curve and GDP expectations
In this Goldilocks economy of low inflation, low unemployment, and good GDP growth, what could go wrong? Federal Reserve Chairman Jerome...
Telltale signs of inflation percolation, and nobody is watching
Like the frog that’s taking a warm bath, but doesn’t know he’s actually the frog soup, inflation is percolating throughout the economy. ...
Dollar exchange rate - trade war inflation mitigation?
Coke is raising prices and blaming the trump tariffs for increases in its production materials, including aluminum and steel, as being...
