Inflation has finally hit the Fed’s target of 2%. Will it stop there?
The Fed’s target of 2% annual inflation, based on personal consumption expenditures (PCE), hit 2% in May 2018, the first time in over six...
Will Transportation Costs Fuel Inflation?
Multiple effects are leading to higher prices in the transportation industry. Fuel costs are one determinant of transportation pricing,...
Inflation is taking a bite out of corporate profits, and could affect future earnings & stock pr
Two articles last week discussed recent corporate conference calls on earnings and quarterly profits. Both articles noted how...
The way to think about Inflation is “Time is Money”
I tweeted about three articles this week on inflation that focused on: 1) Americans are spending now, due to inflation expectations that...
All indications lead to higher inflation conclusion
Statements from the new Fed Chairman Powell indicate a hawkish stance to fight inflation, which is the first indication of its kind in a...
Wage inflation is occurring just as the Fed predicted and desired
Neel Kashkari, Minneapolis Fed President, stated in a speech on 9 January at Cargill University that the Fed was targeting lower...
Unemployment and Inflation - Where does it go from here?
The labor market is tight and unemployment numbers are at almost a 20-year low. This means that competition for labor resources is tight,...
2017 Year-end summary and a 2018 projection
2017 was an incredible year: we saw stock market valuations and indexes at all-time highs, a continuing rebound in real estate prices,...
Will energy prices rise enough to put pressure on inflation?
Jason Schenker, writing an opinion for Bloomberg View, states that oil and gas prices are set to rise in 2018, due to OPEC setting oil...
Will inflation remain at or below 2% forever?
Why has inflation stubbornly resisted to rise above 2%, as the Fed has expected it to do? Ken Fisher, founder and executive chairman of...
