With both Treasury bond yields and gold prices rising, it’s time to keep inflation on your radar. Read More
Inflation Protection
The threat of deflation trumps the threat of inflation now. Read More
If you dig into the components of the CPI you’ll likely be left wondering what most of the components actually have to do with daily life Read More
Even with recent positive comments by Federal Reserve Chair Janet Yellen, investors and Wall Street money managers have a growing fear that not all is as rosy as it appears. Yellen said that accommodative monetary policy, rising property and equity prices, and the improving global economy should lead to above… Read More
Heath care expenses rose by 5.6 percent annual rate in the fourth quarter of 2013 and an eye-popping 9.1 percent annual rate in the first quarter of this year, even as the overall economy actually contracted by 1 percent. Read More
While wage growth does typically correlate with inflation, it usually isn’t a causative factor. Read More
Some asset managers have started betting that companies are about to ramp up capital spending, a path that leads ultimately to inflation. Read More
The strong demographic argument for why inflation is running at relatively low rates today, may be turned on its head tomorrow. Read More
The uncertainty could cause central bankers to mistime rate hikes. Read More
The rising cost of food isn’t an isolated U.S. problem, a trend that will spark greater global inflation. Read More