[Skip to the end] Outstanding Issues in the Analysis of Inflation Nonetheless, much remains to be learned about both inflation forecasting and inflation control. In
[Skip to the end] Elevated inflation expectations are unacceptable to a mainstream Central Banker, and Bernanke seems to be clearly telling us we’ve reached his
[Skip to the end] Report by Andrew at UBS LIMITED China – You will have seen in the FT that China plans to encourage its
Seems they still think it is about money. Probably an actual shortage at this point. The political response will be to give people more funds
Stocks up big, oil up big, dollar down big, and interest rates lower. How does this happen? Review Twin themes remain weakness inflation Sources of
Food, crude, metals up, dollar down, inflation up all over the world, well beyond CB ‘comfort levels.’ Nov new home sales continue weak, though there
Looks like markets are still trading with the assumption that as the Saudis/Russians hike prices the Fed will accommodate with rate cut. That’s a pretty