We are optimistic about price stability. Here’s why…
Tag Archives: inflation
U.S. inflation data call for modest—not major—Fed easing
The latest data, and still-accommodative financial conditions, suggest the Fed does not have to cut rates aggressively.
Draghi’s little fibs
Practically speaking, no one should expect any ECB tightening at all until some time in 2022.
Ya gotta have a forecast
Without a forecast, the Bank of England is without a clue about whether there will be inflation on March 29, or thereafter.
Whose inflation forecast do you believe?
The ECB’s plan for ending asset purchases hinges on a questionable CPI forecast.
Japan’s case: Inflation from a sales tax hike?
Could a sales tax hike in October 2019 help the BoJ finally reach its inflation goal?
Gauging the impact of oil prices, currencies on inflation
How much do changes in oil prices and exchange rates affect inflation? Not much.
Growth is not a crime
Our bet is that the ECB will maintain accommodative monetary conditions into 2019 at least.
What is inflation?
The CPI rises every time there is inflation and falls when there is deflation, but every change in the CPI is not due to inflation or deflation.