ISM surveys show that prices are rising ; during April services and manufacturing prices advanced 10% on average.
The problem? Look at the chart comparing these price indexes to the traditional CPI inflation reading, ISMs are usually forward looking.
Inflation 2.0 is coming...
Will the 1970s second inflation wave repeat in this cycle?🤔
We have many similarities today with the 1970s.
Will history repeat and we see another inflationary wave?
- Awaiting CPI# numbers readings for ECONOMICS:USIRYY on August 10th (today) post US being Down-Graded to AA +.
While on the 9th of August ECONOMICS:CNIRYY came deflationary on the other side of the world
Consensus sits at 3.1% (0.1% increase) and some to 0.3% increase at 3.3% for ECONOMICS:USIRYY
Economists forecast Inflation rising up again on a steady...
Anything can be charted. Im not a genius, but I know a bear flag when I see one. Boys and girls, inflation is going down, along with the dollar, and interest rates. I have a crap load of gold and gold equities. However, markets in general will rise. Welcome to criticize. I love learning.
This graph shows the mispricing of gold vs mining stocks. Mining stocks show incredible upside potential with very little lowside. This is a rare opportunity.
USOIL may take sometime under 95 and come back down hinting towards a slow inflation or even deflation but that seems unlikely with the trend USOIL has been in currently.
Throughout US economic history
Only high real rates has brought down inflation
i.e Interest rates ABOVE the rate of inflation
obviously this will induce demand destruction and a decline in the earnings of companies
Lower p/e's and lower prices across the board.
#FinancialRESET
#HOUSING
#Nasdaq
📣 Hello!
I believe that inflation in the US will not go anywhere and the 2% target that the Fed has set for itself will not be achievable anymore. Here is a 100-year triangle on the CPI chart and I believe that already in this decade, that is, until 2030, it will be broken up and the Fed will have very big problems. After the triangle breaks up, inflation will...
U.S Core CPI
Rep: 3.9% 🚨HIGHER THAN EXPECTED🚨
Exp: 3.7%
Prev: 3.9%
U.S. Headline CPI
Rep: 3.1% ✅In line with Expectations✅
Exp: 3.1%
Prev: 3.4%
Breaching below 3% is proving a difficult task for Headline CPI .
In 25 years of inflation history above and headline CPI cant seem to breach down below into the moderate <3% level
Since Oct 2023 Core CPI has...
Consumer Confidence vs INFLATION
The Red Phase was the fall of the CC which lead the Inflation data fall.
-> Of course, when consumers doesn't trust the market, spending fall.
The Yellow Phase describes the effect of the CC falling: IF FALL.
As leading indicator, the rebound of CC show the expansion which is represented by the Green Phase.
-> As we can see,...
Just about 1.5 years ago, inflation reached the highest point in recent decades. The January inflation number for 2024 was released on February 13th. Its CPI has improved from 3.4% for December to 3.1%. However, the major US stock indices collapsed more than 1% on the same day. Why is there such nervousness surrounding improved inflation, and what are its...
In the United State's history of inflation, we can observe a specific pattern anytime the inflation rate spikes.
First in 1935, and again in 1969. Each time this happened we saw two additional spikes each about 4.5-5 years apart.
Given the recent spike in inflation in 2022, we may again see another two additional spikes in inflation. One around 2027, and...
And not looking to cause any pain before an election, I am standing firm with my assessment that a second wave of inflation is going to occur, due to the severely low interest rates.
Send rates to 15-20% to change my mind.
Core and Headline CPI (Dec 2023 figures)
U.S. Headline CPI
Prev: 3.1%
Exp: 3.2%
Rep: 3.4% 🚨 HIGHER THAN EXPECTED 🚨
U.S. Core CPI
Prev: 4.0%
Exp: 3.8%
Rep: 3.9% 🚨 HIGHER THAN EXPECTED - but still fell
from 4% to 3.9%✅
CORE CPI FALLS BELOW 4% FOR THE FIRST TIME SINCE MAY 2021
We have a long way to go before...
Core and Headline CPI
NEW CPI Figures released tomorrow Thursday 11th Jan 2024 @ 7:30am Central (for the December 2023 month)
U.S. Headline CPI
Prev: 3.1%
Exp: 3.2%
Rep: TBC Tomorrow
U.S. Core CPI
Prev: 4.0%
Exp: 3.8%
Rep: TBC Tomorrow
Will the US Core CPI finally fall below 4% for the first time since May 2021?
Core vs Headline (the difference)
You...
