Calafia Beach Pundit
Tuesday, September 27, 2022

Everything's down except inflation

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And that means inflation has peaked and will be headed down in the months to come. Inflation as measured by government indices (e.g., CPI, P...
38 comments:
Monday, September 19, 2022

More predictors of lower inflation

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The whole point of tightening monetary policy is to increase the demand for money and/or decrease the supply of money at the expense of othe...
30 comments:
Friday, September 16, 2022

The dollar's strength is telling Powell to chill

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Here's my understanding of the current collective wisdom of the market: Both inflation and the US economy are "running hot." T...
14 comments:
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