Home » Posts tagged 'The Federal Reserve'

Tag Archive


bank bailouts bank failures Bank of America Ben Bernanke bonds Bush tax cuts capitalism cashless society China coronacrisis deficit spending deregulation Donald Trump economic bubble economic collapse economic crisis economic denial economic news articles economic predictions economic recovery epocalypse euro crisis European Union George W. Bush great depression Greek crisis Hillary Clinton housing bubble housing market collapse hyperinflation immigrant labor Iran nuclear crisis national debt oil prices quantitative easing quantitative tightening Reaganomics recession v depression Russia socialist revolution stock market sustainable economics The Federal Reserve the great recession unemployment

Textbook Stagflation Rising Faster than Any Time Since IHS Began Tracking

Inflation is now rising faster than anything IHS Markit has ever seen in its Purchasing Manager’s Index, but it gets worse: It is not just cost outputs to consumers that are being passed along, but the rise in new input costs has also picked up pace. That means even higher price increases are building up […]

TOP

Fed Caught in the Jaws of Stagflation: Times of Trouble for Stocks or Bonds or Both

Stagflation is showing up in data points and articles everywhere now. Delta worries, labor shortages and fading Washington stimulus — it’s enough to cast a chill on the U.S. economy this fall. A bevy of Wall Street forecasters chopped their targets for U.S. growth after a poor U.S. jobs report for August. The government on […]

TOP

Protected: Fed-up and Failing: How FedMed Killed the Patient

There is no excerpt because this is a protected post.

TOP

Inflation Growing More Persistent

I want to thank my patrons for hanging in there with me while my writing has been less frequent than you deserve. I’ve been battling with COVID for the past two weeks while also in the middle of a house move, but I hope now to get more on track as I seem to have […]

TOP

Is Inflation Cooling and Putting in a Top? Could it be that I was wrong?

To keep it simple: Nope! Not this time anyway. That is, however, what you hear from the wistful market makers who want to see last week’s CPI release as proof inflation was “transitory.” Let me disabuse you of that fantasy entirely.

TOP

Stocks Wince Because the Stagflation Party Has Arrived

The past week has been a story of stagflation infecting the US economy while the stock market grimaces as Fed officials express the need to start a gradual pullout from economic stimulus much sooner or face a rapid pull-out a little later. Word on the Street has been that inflation is coming hot and heavy […]

TOP

Housing Prices Slide after Housing Sales Fall

Interestingly, you’re about to find out that the fall in housing prices and home sales may power us further into high inflation for longer. We are entering a situation that could turn into a true oxymoron where lower prices equal higher prices as early as this week at the Fed’s Federal Open Market Committee meeting. […]

TOP

You be the Judge of the Truthfulness of my Naysayers

Whenever I predict the market is going to crash or (as I recently have) that inflation is going to soar and then it does as I predicted, I get naysayers who claim — with no research to know what they are talking about — that I’m just a broken clock who happens to be right […]

TOP

Powell Admits in Congressional Testimony Inflation is Hotter and More Concerning than the Fed Expected

When asked about where inflation is now and how it relates to how high the Fed thought inflation would reach and what the Fed’s targets for inflation really are, Powell made it clear that inflation is running much hotter than the Fed thought it would be and for longer: This is not moderately above 2% […]

TOP

I am Betting My Blog (Once Again) on My Inflation Predictions Being Right!

I’ve said inflation will rise much higher than the Fed believes and will persist much longer and that it will eventually kill the latest stock market bull and the economy. If these inflation predictions prove wrong, I’ll stop writing my blog. Simple as that. That is how firmly I believe what I am saying and […]

TOP

Bond Baloney Everywhere! Let me help you digest it.

The bond market is crazy weird right now. Inflation is soaring, and bond yields, which are supposed to price in inflation, are falling through the floor, causing many experts to scratch their heads as they try to figure out what on earth to make of it all:

TOP

Fed Tricks Markets with Trillion-Dollar Clandestine Tightening and Keeps Government Vortex Whirling

While the Fed’s current tightening is not exactly a well-kept secret, stock and bond markets seem willing to ignore what the Fed’s left hand is taking away as the right hand is giving. Reverse repurchase agreements, which I have been tracking here, have exploded to a trillion dollars in money that the Fed is sucking […]

TOP

Protected: The Best Arguments Against “Persistent Inflation” Have it Wrong

There is no excerpt because this is a protected post.

TOP