Inflation Archive
Inflation And The Erosion Of Purchasing Power
Inflation is poised to become a serious threat to the world's economic well being - and not enough people are talking about it.
While Wall Street whines and whines about how the Fed is behind the ...
Posted by Greg Feirman · No Comments »
CPI Report Puts Inflation Front And Center This Morning
February 20, 2008 · Category: Market Commentary, Inflation
The January CPI came in up .4% compared to last month while the core CPI was up .3% (January 2008 CPI Report) - each .1% above Wall Street expectations. Combined with oil's surge to $100 yesterday, ...
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Plosser Talks Inflation And The Market Doesn’t Like It
With inflation creeping up, we have to be particularly alert for rising inflation expectations. It is important that inflation expectations remain stable. If those expectations become unhinged, they could rapidly fuel inflation. Moreover, as we ...
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Thoughts And Links
As we work through a pretty slow day as investors try to get their bearings after yesterdays huge selloff, here are some things I'm looking at and thinking about:
A lot of stocks are cheap. We ...
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Gold Surges to $930; “Rocket Shot” to $1000?
"Expectations of further Fed cuts continue to support the precious metal, and traders feel bullion can break the $950 mark in coming weeks. Some even suggest that gold may jump as high as $1000 an ...
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Citi Consolidates SIVs On Balance Sheet, November CPI Higher Than Expected
After the close yesterday, Citigroup announced that it will provide a support facility for its Structured Investment Vehicles (SIVs), off balance sheet investment vehicles, which will result in its consolidating their assets and liabilities onto ...
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Intel: Still Got It
After the close yesterday, one of the biggest, most important and still beloved tech stocks, Intel (INTC), king of the semiconductors, reported what can only be described as an excellent quarter (3Q Press Release).
The most ...
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Okay, That’s Enough Rallying For Now
June 15, 2007 · Category: Market Commentary, Inflation
"The [consumer price index] is what spurred this rally. We lost a lot of the gains [to record highs] and now we're getting them back."
- Jim Herrick (subscription required), Head Trader, Robert W. Baird
So the Consumer ...
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PPI Comes In As Expected and Market Rallies; CPI Tomorrow
June 14, 2007 · Category: Market Commentary, Inflation
"People were fearing disaster [in this morning's Producer Price Index (PPI) report]. They got a report that wasn't too far from the consensus, and it led to a rally."
- Brian Reynolds (subscription required), Chief Market Strategist, MS ...
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Looks Like Another Good Week; Dow Continues to Lead - Mostly; Carry Trade Back In Full Force
It's looking like another good week for the stock market. Here's how the action looks through 4 days:
Dow: +151, to 13,477
S&P: +7, to 1513
Nasdaq: -23, to 2539
Russell 2000: -14, to 816
Again, we are seeing the ...
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