#INFLATION

Tiho Brkan

TihoBrkan

What happens to real estate from here if we get inflation or deflation?If inflation raises, the Fed will stay really lose making real rates negative. Meanwhile rents, cost of construction,

Kalu Aja

FinPlanKaluAja1

Just a few facts. 1. Nigeria does not produce enough food to feed her citizens...how do I know, well food is expensive because supply is low.2. Nigeria imports food to

Vitor Constâncio

VMRConstancio

A potential problem is looming, and the media are pursuing a new story that builds on the following chain of reasoning: 1) higher inflation is coming;2) if CBs increase interest

Jacobo Pascual

jacobotweetsnow

It's not that investors in gold and bonds cannot be both right on inflation. It's that they are not talking about the same thing. Gold does talk about inflation (better,

Garic Moran

GaricMoran

This morning's Daily Shot has the cost of housing in the U.S. up 14%, YOY. The FED says they will keep interest rates at 0% until inflation rises and stays

Eric Basmajian

EPBResearch

Private inventories to GDP are rock bottomThis is because of a sudden & forced shift to at home goods consumption that caught everyone offsides The restocking upturn is set to

Ben McEvoy

Ben_McEvoyAUS

Rent vs Buying simple analysisAssumptions1. Both begin with $65,0002. economy is correlated to a low inflation, low rates & low inflation environment.3.Inflation & wage track 2.2% (expected in low interest

Jens Nordvig

jnordvig

This was probably the key point i made to @tomkeene and @flacqua on @BloombergTV this morning. This QE is different from the QE in 2009.... In 2009, the QE, in

Jim Stanford

JimboStanford

Absolutely brutal #CPI number out from #ABS today: prices fell 1.9% in June quarter. That's deflation at an annualized rate of 7.3%--by far the biggest price decline in Aussie postwar

Ammar Khan

rogueonomist

Things do not look good on the expected inflation front. A thread in a few charts:International wheat prices have increased 37% from since June. Eventual smuggling, and another shortage and

Sri Thiruvadanthai

teasri

Good interview by @dugalira with Viral Acharya. Some good points--lack of disinvestment--mixed up with a lot of boilerplate stuff about CB independence, inflation credibility that seems to have not kept

Sheila Bair

SheilaBair2013

This idea that we can enjoy virtually unlimited spending when interest rates are so low ignores the risk that all that debt may need to be refinanced at a higher

Jim Bianco

biancoresearch

I've been tweeting that all the stimulus will create inflation. I want to make something clear.I'm in favor of the stimulus to help the less fortunate, and especially those that

Varad Markets

VaradMarkets

#DiveIn: #Inflation Breakevens (BE)Given immense focus on fiscal, monetary & inflation dynamics, quick brush up on Inflation BE:BE = Nominal Rate, N (US Treasury Yield) – Real Rate, R (US

Cullen Roche

cullenroche

Seeing lots of talk about the surge in M1 money supply in the last week and the potential for very high inflation. Let's dive into this in some more detail.

Relative Madlad

beardedfuckwad

I have a theory and I highly advise everyone with fresh USD to go buy bitcoinI have 2 major reasons for it:The Biden administration has been vehemently pro vaccination and

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