Steno Signals #82 – Inflation strikes back and no one is prepared for it
The CPI is accelerating slightly in the US, but the gap between CPI and PCE seems to be growing. With the two directionally always aligned, a re-acceleration will also feed into PCE eventually. To read the full article, sign up for a 14-day FREE trial of the The Macro...
EM by EM #38: Inflation returning with a vengeance?
As the US CPI is set to maintain its resilience, several sectors are contending with margin pressure due to the slower decline in costs. In the world of emerging markets, the soft landing appears to be losing steam, running on fumes. Meanwhile, finance ministers are...
5 Things We Watch: USD-flation, Global Inflation, US Labor Market, Japan, Bitcoin
Things are starting to look a little troublesome for the US economy in the mid-term as re-accelerating inflation and a weakening labor market is no easy cocktail for the Fed. Read more here together with some notes on freight rates, Japan and the new BTC ETF. To read...
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