TalkMarkets Comments | #inflation - Page 1


Will Low Inflation Delay Fed Rate Hikes?
Ed Dolan 7/12/2017 12:14:28 PM

Agree. I think it is also worth looking at the Cleveland Fed's unique estimates of #inflation expectations. I like them because they try to break out the risk premium factor in the TIPS spreads data to get a cleaner read on pure expectations. Look at their charts ( ) and notice how the yield curve on inflation expectations is flattening. IMO that may be the strongest point in support of the view that the case for rapid rate hikes is weakening.

Drawing A Bead On Inflation
Thomas Mitchell 2/20/2017 1:38:59 AM

I agree, #inflation is the evil of the masses, benefits the spenders and borrowers at the expense of the frugal and savers. But how does one protect their investment from the ravages of inflation? #Gold and #silver are not proven to be a source of wealth in inflationary times and also do not provide any income?

Inflation Has Been Rising
Moon Kil Woong 2/6/2017 4:59:35 AM

#Inflation to bankers doesn't mean growth, it means they can charge a greater spread. They could care less about growth and TBTF banks have been actively inhibiting it because they want zirp and since they can't have it now want a higher interest rate and bigger spread.

Investors Continue To Sell Bonds Buy Stocks
Moon Kil Woong 12/7/2016 5:20:59 AM

Smart move sort of. #Bonds are bad in rising rates and #inflation. Strangely, stocks are even worse if this gets worse. In the meantime though, stocks look a bit better if things rates and inflation don't get worse, especially commodity related stocks.

The interesting thing to see is techs and high growth stocks not doing so well. This is usually a bearish sign on growth. The market is quite strange recently and not clear on real growth going forward, only very firm on a belief of rising rates.

Will The Fed initiate a (Mini) Crisis?
Gary Anderson 12/6/2016 10:23:14 PM

I would be surprised if the #Fed would let the #inflation genie out of the bottle.

Projecting A Fed Rate Path
Edward Lambert 11/13/2016 1:08:58 AM

Alan #Greenspan was masterful in his monetary policies. Yes, you could say that I am seeing the possibility of #stagflation. There is #inflation potential but not much output potential. Yet, I tend to see it not lasting very long, before a contraction takes hold. And Gary, you make a great point about the risk of killing the collateral, which is a headwind against output growth as interests rise.

US Market Update: Trump Towers
Gary Tanashian 11/11/2016 2:51:38 PM

Agree. #Inflation is a tricky underpinning at best.

US Market Update: Trump Towers
Gary Anderson 11/11/2016 2:42:11 PM

Great article, Gary! Hope is that a little #inflation and reflation would cause banks to lend, but if Trump wants massive inflation and a housing #bubble he could hurt the economy and make the coming recession far worse.

Who Really Sets Interest Rates
Gary Anderson 10/16/2016 2:10:26 PM

This must be what #Yellen says when she says #inflation will run hot. Lol, hot compared to temps on the darkside of the moon isn't that hot.

Greenspan Gets One Right: Here Comes Stagflation
Gary Anderson 8/10/2016 4:13:15 AM

Without wage inflation there is not much #inflation, Moon, only a tax on workers. Asset inflation is just a #tax on people who work and who are on fixed incomes. It doesn't impact massive demand for #bonds as collateral and bank capital.

Four Stages Of Monetary Madness
Gary Anderson 8/1/2016 3:23:12 PM

And real #HelicopterMoney should have nothing to do with credit as it should be in the form of a gift of base money to all the people equally. And it should not be repeated once off the negative. 2 percent #inflation is never reached, and really declining GDP and declining inflation along with new demand for #bonds sets the stage for deflation, not inflation. But libertarians don't fear #deflation because they think it was what caused the 1921 depression. But there never was a credit crisis in 1921. Real deflation is bad, very bad. So far growth is slow, perhaps that is what gold bugs have always wanted, but it gives rise to a demagogue running for president.

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