“Now you might look at these charts and say, ‘Greece spent too much and suffered the consequences. Ultimately they will be better off taking the hit and reorganizing in a more productive economic fashion.’ If so, you probably also still have this poster hanging in your room at your parent’s house where you grew up.”
Category: inflation
Bring An Umbrella: Here’s How To Hedge 3 Near-Term Risks
So there you go. Bring an umbrella.
Toxic Brew: Full Week Ahead Preview
This should be all kinds of amusing.
CPI Matches Estimates – Kanye Shrug?
U.S. FEB. CONSUMER PRICES RISE 0.2%; CORE INDEX UP 0.2%
Traders Are ‘Jumping At Shadows’ Ahead Of Key Data In The U.S.
Don’t worry, it should be fine.
A Lonely Landmine: Full Week Ahead Preview
Trade banter and CPI. That is all. Or at least all we know.
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
One Trader Revisits The Inflation Scare Of 2012
“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Goldman Weighs In On The Fed Minutes
Are you still trying to figure out what to make of the January Fed minutes?
Read These Instructions Before Handling Fragile Fed Minutes
Obviously, interpreting the January Fed minutes is going to be a self-referential nightmare bordering on the absurd.
‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview
“Right away, you’re ready to sell it.”
In My Experience, Getting Drunk With Political Scientists Is Safer Than Getting Drunk With Economists
Two economists walk into a bar…
‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build
The fun may be just getting started.
David Stockman Presents: The Folly Of 2% Inflation Targeting
“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”
David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination
“That was fast.”
‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
CPI Blows Through Estimates, End Of World?
U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%
The Most Critical Number In The World Or Mountain Out Of A Molehill?
And so we waited, breathless.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
Die Another Day.
So the real drama (if there proves to be any) will come tomorrow.
Waiting For Wednesday.
Ahead of a “make or break” moment.
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
Final Curtain? Full Week Ahead Preview
Is this it?
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