(367 words, ~4min read) Looking at nominal yields today, remember interest rates are the lubricant of the financial system. We’ve become accustomed to low rates over the past decade and today an inflexion point approaches and we might get a better signal on the economy’s direction. Big Triangle Formation This chart of the US 10yr […]
Tag: Inflation
Is inflation sticky?
Is inflation sticky? No doubt, the ability to accurately forecast inflation is in question. After all, economists 2021 – 2022 inflation forecasts completely missed the mark. Are their models wrong? I think so. In light of this failure, it makes sense to follow the data and make your own forecast. There are different measures like […]
Core CPI snuffs peak inflation hopes
Core CPI snuffs peak inflation hopes, including mine. Last month I wrote about the possibility inflation had peaked, you can read that post here. Unfortunately, today’s monthly CPI data release by the US Bureau of Labor Statistics sets a new inflation record. The inflation outlook is less than good. Stocks tank. Welcome to Alpha Dawg! […]
Personal consumption expenditures (PCE) price index
Personal consumption expenditures (PCE) price index is known for capturing inflation (or deflation) across a wide range of consumer expenses in the US. Welcome to Alpha Dawg! My almost daily note about global self-directed investing and trading. You get all my trading ideas, analysis, and novel ways to manage risk in these volatile markets. I […]
April US producer price index falls
April US producer price index falls providing a glimmer of hope the worst inflation is behind us. I’m really stretching here to find a positive outlook on inflation. Welcome to Alpha Dawg! My almost daily note about global self-directed investing and trading. You get all my trading ideas, analysis, and novel ways to manage risk […]
