5 year 5 year forward inflation rate

5 min read 2021-11-30 07:47:01

Did Last Week Deliver Some Sour Certainty?

This sour/soar stuff goes back many years. The last time we went through the same hysteria (if for different reasons), everyone said the global

1 min read 2021-11-11 07:57:58

We already covered the yield curve’s reaction given today’s whopping consumer price levels. How about strictly inflation expectations in the

5 min read 2021-04-17 06:51:39

With government cash being shoveled into personal and corporate bank accounts, US consumers have reported that they are being more optimistic about

8 min read 2021-04-07 05:32:13

The sound of economic sizzle finally within earshot, though perhaps nearly a year too late. PMI’s for the month of March 2021 were of the sort

5 min read 2021-03-05 07:45:37

There is precedence for this, though not to this extent; it has reached a record. And when it happened before, oil prices were right in the middle of

8 min read 2021-02-24 04:31:13

Sell-off. No, rout. Heck with that, Armageddon! It really had been that hysterical at times, and not just because it was declared a foregone

5 min read 2020-11-18 07:18:32

The Presidential election was supposed to have been a big one. Yields were low, or high, based on how whichever expert or financial media article was

6 min read 2020-05-30 06:16:01

It’s now more than two months out from GFC2 and more importantly the Fed’s response to it. Why is Jay Powell’s reaction more important?

5 min read 2020-04-21 06:31:48

It seemed like an odd, counterintuitive market reaction to what was total chaos. First the news of Lehman Brothers followed closely by AIG, panic

4 min read 2019-09-05 04:20:30

Federal Reserve policymakers appear to have grown more confident in their more optimistic assessment of the domestic situation. Since cutting the

5 min read 2019-07-31 03:45:35

I don’t think anyone really noticed the timing because nobody really noticed it had happened. What took place last year qualifies as a big deal in