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Fed Hit With ‘Anything But That’ Moment In 30-Year High Inflation Expectations
While previewing this week's sparse US macro releases, I casually noted that the final read on Unive
Switching from cost-push to demand-pull inflation?
I guess we’ll need to see corporate America step up production once they have tariff protection to increase supplies for voracious American consumers. Unless that means less cash is left available to fund share buy-backs, of course.
And yet, rates are down? Thoughts on why that might be?
Well, you’ve got a Fed that apparently can’t (or shouldn’t) cut and an economy that may be decelerating. There’s a hard landing narrative there.
That was my read on it as well – seems more like a stagflationary data point with an emphasis on the stag. I don’t expect people will pull forward demand so much as they’ll just reduce it.
I’m trying not to let my political leanings color my economic outlook, but sure seems like we are speed running toward a hard landing with March 14, or shortly thereafter, being the point where the markets can no longer gloss over the damage being done to confidence, spending, employment, trade, you name it…
Well, I guess we’re finding out who stuck around for the crash.
LOL; well played.
A broken McElligott is wrong twice a year, eh?
New York Times survey of 250 readers indicated they are stockpiling food goods: coffee being the most mentioned item.
True coffee heads know to drink freshly roasted beans..
But if you are worried about coffee inflation cramping your coffee habit then you are not likely using freshly roasted beans.
Don’t worry the 5K DOGE checks will come out at just the right time to make it all good man.