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Thread: Inflation

  1. #13

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    Only A Banking Crisis Or Higher Rates Can Stop Inflation Now: Trader

    If you study the history of inflation in the U.S., whenever CPI surpasses 5.0% outside of wartime, the only thing that prevents inflation from marching higher is a banking crisis (í92, í08) or significantly higher interest rates, which occur with a considerable lag. Capital market participants today are of the consensual view that the Fed is hamstrung from raising their Target Rate significantly higher due to Treasuryís debt service and interest burden. We donít buy that premise; if CPI inflation trends 10% or higher they will have to act with Volckerian resolution.
    https://www.zerohedge.com/news/2021-...ion-now-trader
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Please do your own due diligence.

  2.  
  3. #14

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    This Inflation Defies the Old Models
    Neither supply or demand by itself is increasing prices; itís an unusual combination of both

    Last April, economists thought inflation would be around 2.5% right now. Instead, itís over 6%. Even by the forgiving standards of economic forecasting, thatís a miss of epic proportions.

    Explanations come in two schools. The demand school blames President Biden and the Federal Reserve for administering too much stimulus.

    The supply school blames pandemic-related bottlenecks and supply chains.
    https://www.wsj.com/articles/this-in...hare_permalink
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Please do your own due diligence.

  4.  
  5. #15

    Default Re: imported post

    Inflation Surge Pushes U.S. Real Interest Rates Into More Deeply Negative Territory

    By standing still, the Fedís policy has provided more stimulus to the economy this year

    With inflation running at 5% in October from a year earlier, according to the Fedís preferred gauge, real short-term rates are at their lowest levels in four decades and deeply negative.
    https://www.wsj.com/articles/inflati...hare_permalink
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Please do your own due diligence.

  6.  
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