Showing posts with label Inflation. Show all posts
Showing posts with label Inflation. Show all posts
Thursday, May 13, 2021

13/5/21: BRIC Composite PMIs April 2021: Recovery Fragile, Inflation Heating Up

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April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India...
Monday, May 10, 2021

10/5/21: Ireland PMIs for April: Rapid Growth and Inflation Signals

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Ireland's PMIs have accelerated across all two key sectors of Services and Manufacturing in April, while Construction Sector continued t...
Thursday, April 8, 2021

8/4/21: No Inflation Cometh?

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  Having written about strengthening signals of rising inflation globally and in the U.S. in particular before, here is today's note fro...
Wednesday, April 7, 2021

7/4/21: Ireland PMIs for March: Growth and Inflation Pressures

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  Ireland PMIs for 1Q 2021 are out this week, so let's take a closer look at monthly activity data.  March services PMI came in at a sur...
Tuesday, April 6, 2021

5/4/21: Heating up inflationary risks

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  No, hyperinflation and, in fact, high inflation, ain't coming, yet. But the concerns with both are rising...  Both, input prices and o...
Saturday, October 3, 2020

3/10/20: Eurocoin Leading Growth Indicator 3Q 2020

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  Eurocoin, a leading growth indicator for the euro area published by CEPR and Banca d'Italia posted another negative (recessionary) rea...
Thursday, September 17, 2020

17/9/20: Eurocoin Leading Growth Indicator 3Q 2020

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  Eurocoin, CEPR & Banca d'Italia leading growth indicator for Euro Area economy is pointing to renewed weaknesses in the Eurozone e...
Sunday, February 23, 2020

23/2/20: Fake Data or Faking Data? Inflation Statistics

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As economists and analysts, almost all of us are trying - at one point or another - make sense of the, all too often vast, gap between the...
Monday, December 16, 2019

16/12/19: There is no Inflation, folks... none...

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There is no inflation, folks. This is what the Fed been telling us for some time now. And the CPI figures, on aggregate, say the same. ...
Wednesday, June 12, 2019

12/6/19: Japanifying the World

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Heard on the sidelines of the QE: "Honey, we've Japanified the World..." Chart via Wells Fargo Research team.
Tuesday, September 11, 2018

11/9/18: Slow Recoveries & Unemployment Traps: Hysteresis and/or Secular Stagnation

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The twin secular stagnations hypothesis (TSSH, first postulated on this blog) that combines supply-side (technological cyclicality) and de...
Sunday, September 9, 2018

9/9/18: Populism, Middle Class and Asset Bubbles

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The range of total returns (unadjusted for differential FX rates) for some key assets categories since 2009 via Goldman Sachs Research: ...
Thursday, September 7, 2017

7/9/17: Deutsche Mark Euro?.. ECB, Taylor rule and monetary policy

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In our Economics course @MIIS, we are covering the technological innovation contribution to the break down in the wage inflation, unemploy...
Saturday, June 10, 2017

10/6/17: Cart & Rails of the U.S. Monetary Policy

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So, folks, what’s wrong with this picture, eh? Let’s start thinking. The U.S. Treasury yields are underlying the global measu...
Saturday, April 15, 2017

15/4/17: Thick Mud of Inflationary Expectations

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The fortunes of U.S. and euro area inflation expectations are changing and changing fast. I recently wrote about the need for taking a mor...
Thursday, April 13, 2017

12/4/17: Incoming Inflation Uptick: Gear Up

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My contribution for Manning Financial on the topic of gearing investment portfolios against incoming uptick in inflation is now available ...
Friday, February 24, 2017

24/2/17: Monetary Policy Outlook for 2017

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My article for Manning Financial  covering monetary policy outlook is out and can be viewed here:  https://issuu.com/publicationire/docs/m...
Monday, April 18, 2016

18/4/16: Demographics, Ageing & Inflation

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In my Investment Theory & ESG Risk course, a week ago, we were looking at Asset Price Models extensions to incorporate inflation risks...
Sunday, February 28, 2016

28/2/16: Every Little Hurts: U.S. Consumers and Inflation Perceptions

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I have written quite a bit about the wobbles of time-space continuum in the U.S. economic growth universe in recent months. But throughout...
Sunday, January 31, 2016

31/1/16: Why is Inflation so Low? Debt + Demand + Oil = Central Bankers

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One of the prevalent themes in macroeconomic circles in recent months has been what I call the “Hero Central Banker” syndrome. The story g...