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Category: inflation

Epsilon Theory’s Latest: ‘The Fundamentals Are Sound’

February 8, 2018

Is inception possible?

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2 Comments on Epsilon Theory’s Latest: ‘The Fundamentals Are Sound’

One Bank Says We’ve Been Placed In A ‘Correctional Facility’

February 5, 2018February 5, 2018

Welcome to Friday.

Or at least that’s what it feels like.

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oil1 Comment on One Bank Says We’ve Been Placed In A ‘Correctional Facility’

High Drama: Full Week Ahead Preview

February 4, 2018February 4, 2018

Who’s ready for another week like last week?!

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3 Comments on High Drama: Full Week Ahead Preview

David Stockman: ‘Run! This Casino Is About To Blow’

February 1, 2018

“… if you are still in the Wall Street casino, run don’t walk toward the nearest emergency exit.”

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2 Comments on David Stockman: ‘Run! This Casino Is About To Blow’

Still No ‘Motive For Murder’?

January 30, 2018

After Tuesday, you might be in need of a palliative vis-à-vis your growing sense of angst about what effect the ongoing bond rout will have on your previously bulletproof collection of grossly overvalued equities.

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The Deflation Demon Lives!

January 29, 2018

So, could Trump end up resurrecting the deflation demon we thought we’d finally exorcised? 

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1 Comment on The Deflation Demon Lives!

If You Thought That Was Crazy: Full Week Ahead Preview

January 28, 2018January 28, 2018

How about a little more fun?

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1 Comment on If You Thought That Was Crazy: Full Week Ahead Preview

Trader: ‘The Next Great Crisis Will Be Caused By This’

January 22, 2018January 22, 2018

“The next great crisis will be caused by Central Bankers not realizing that all this monetary fuel they have pumped into the system has finally ignited, and like a bonfire that gets out of control, they have no way of extinguishing it.”

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2 Comments on Trader: ‘The Next Great Crisis Will Be Caused By This’

If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?

January 21, 2018

…what we wanted to point out are the multiple layers of irony here.

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1 Comment on If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?

We’ve Spent 10 Years Looking For It – Now Pray We Don’t Find It

January 13, 2018January 13, 2018

Oh, the irony.

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Cities Upon Hills And Castles In The Sky.

January 12, 2018January 12, 2018

Thank God it’s Friday.

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CPI Beats But It Might Be Small Comfort To Beleaguered Dollar

January 12, 2018January 12, 2018

FED FUND FUTURES INDICATE ODDS OF MARCH HIKE RISE TO 83%
TREASURY 2-YEAR YIELD HITS 2% FOR FIRST TIME SINCE SEPT. 2008

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2 Comments on CPI Beats But It Might Be Small Comfort To Beleaguered Dollar

So You Want To ‘Breakeven’?

January 11, 2018

“For the true inflationists, what you want to own is the breakeven rate..”

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4 Comments on So You Want To ‘Breakeven’?

‘Tremendous Benefits’: Full Week Ahead Preview

January 7, 2018January 7, 2018

Ok, who’s ready to grab the new week by the…

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10 Questions For 2018

December 29, 2017December 29, 2017

At this point, you’re probably exhausted with year-ahead outlooks, forecasts, “top themes”, and the like. But…

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2 Comments on 10 Questions For 2018

Goldman Econ Reveals Top Charts Of 2017: It’s All About Goldilocks

December 23, 2017December 23, 2017

May Goldilocks be with you in the new year… beware of those three bears.

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Commodus And The Tantrum Tail Risk

December 18, 2017December 18, 2017

Those are the dominoes. Don’t tip one.

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2 Comments on Commodus And The Tantrum Tail Risk

The Clock Is Ticking: Full Week Ahead Preview

December 17, 2017December 17, 2017

All in all, “no rest for the weary” if you’re a market observer/trader. 

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Jenga.

December 14, 2017December 14, 2017

Nobody pull the wrong block.

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Dollar Takes Another Hit As Core CPI Miss Adds To Jones Jitters

December 13, 2017December 13, 2017

U.S. NOV. CORE CONSUMER PRICES RISE 1.7% Y/Y; EST. 1.8%

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Risky Business.

December 11, 2017December 11, 2017

But the survey wasn’t all rainbows and sunshine.

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A December Hike And Yellen’s Last Hurrah: Full Week Ahead Preview

December 10, 2017December 10, 2017

A snowy hike and so much more.

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Why This Wind Down Is Different.

November 27, 2017November 27, 2017

Follow the red line…

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1 Comment on Why This Wind Down Is Different.

Leftovers: Full Week Ahead Preview

November 26, 2017November 26, 2017

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

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What Can Stop This Party?

November 23, 2017November 23, 2017

Obviously, nothing could go wrong here.

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Grandma Is In Trouble.

November 22, 2017November 22, 2017

“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”

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4 Comments on Grandma Is In Trouble.

Phew, That’s Over – Now Go Get Drunk.

November 22, 2017

Well, what can you say?

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oil, OPECLeave a Comment on Phew, That’s Over – Now Go Get Drunk.

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