Or “burns” – whichever.
Category: inflation
Breaking News: Real People Are Still Struggling To Pay The Bills
“What are the biggest risks to your financial situation?”
Still ‘Goldilocks’? Inflation Jumps To Six- Year High
So is this “good” news or “bad” news or somewhere in between?
The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
Trader: ‘This Is My Prediction’ On Inflation
“Well, bought from them.”
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
CPI Misses As Investors Get Possible Reprieve From Inflation Jitters
Do you feel better?
10Y Yields Are Back Above 3% And Oil Is Surging – What Happens Next?
10Y yields rose above 3% again overnight, so I guess Jamie Dimon is getting closer to being “right” all the time.
Pushing Against The Big Wave
“And if the money velocity stops declining, and god forbid, even increases, what will happen to the mountain of monetary stimulus that has been administered over the past decade?”
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
‘Don’t Panic’ And The ‘Last Man Standing’
Douglas Adams time.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited
“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Are We Living In A Self-Regulating System?
I don’t know, fuck it.
Behold: An ‘Incubator For Vicious Steepeners’
Something tells us this is an underappreciated tail risk, indeed.
A Bit Of Confusion.
Well, that was interesting.
Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’
“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”
CPI Basically In Line As Wireless ‘Distortion’ Starts To Roll Off
Without further ado…
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
Upside Down: Full Week Ahead Preview
I don’t know where you’re supposed to turn for “analysis” from here.Â
