capitalspectator.com - 6/3/2009
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Inflation's still not a risk but arguably neither is deflation. We're not quite ready to officially claim that the D risk has been vanquished, but we're close. As it turns out, we're not alone.
The bond market is increasingly inclined to turn the page on the fear that a deflationary spiral ...
nytimes.com - 5/29/2009
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nytimes.com —
Suddenly it seems as if everyone is talking
about inflation. Stern opinion pieces warn that hyperinflation is...
just around the corner. And markets may be heeding these warnings: Interest rates on long-term government bonds are up, with fear of future ...
(more)
Op-Ed Columnist - The Big Inflation Scare
online.wsj.com - 6/10/2009
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online.wsj.com —
ARTHUR B. LAFFER Rahm Emanuel was only giving
voice to widespread political wisdom when he said that...
a crisis should never be "wasted." Crises enable vastly accelerated political agendas and initiatives scarcely conceivable under calmer circumstances. ...
(more)
Get Ready for Inflation and Higher Interest Rates
baselinescenario.com - 5/28/2009
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baselinescenario.com —
In most societies it is traditional to be
somewhat sneaky in squeezing your shareholders or the government....
You might set up a complicated transfer pricing scheme or perhaps you arrange for a family-owned firm to acquire assets on the cheap from the publicly traded corporation that you ...
(more)
Brazen Tunneling and Inflation
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Wednesday links: dialing for dollars
Abnormal Returns —
... above historical averages, but is way down from the peak. (Bespoke, ibid)
“I don’t particularly believe in the whole green shoots blather. But I really don’t let it affect my trading. If the market wants to discount better days ahead, who am I to argue?” (Daily Options Report)
TIPS are coming back to the fore. (WSJ also Capital Spectator)
Inflation hedges for regular ...
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Time to Tame Inflation Is Before It Strikes
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"A New Approach to Gauging Inflation Expectations"
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Is Big Inflation Coming?
globaleconomicanalysis.blogspot.com 1/26/2009 — Adam Hamilton at Zeal is predicting Big Inflation Coming . The growing legions of deflationists see an unstoppable depression-like deflationary spiral approaching like a freight train. They cite some convincing data. The stock markets have been cut in ...
Don't Fear Inflation
forbes.com 4/10/2009 — As the U.S. federal government vows to spend whatever it takes to get our financial system back on track, some investors are starting to worry not about the deflation of the present, but the inflation to come. In some ways, this might seem perverse. ...
A Long Way to Inflation
blog.andyharless.com 6/17/2009 — Most of the media seem to have interpreted today’s lower-than-expected increase in the producer price index as good news. I’m not so sure. If you were worried that 5% inflation was just around the corner, then naturally you will have felt relief. ...
photo: “Hayek’s Got Inflation by the Balls”
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