A hub for independent voices and hard truths
PCE 0.3% MoM, Exp. 0.3% PCE 2.7% YoY, Exp. 2.7% PCE Core 0.2% MoM, Exp. 0.2% PCE Core 2.9% YoY, Exp. 2.9% But the trend is one – inflation goes UP pic.twitter.com/TmrXCFoc3C — Data Driven Stocks (@stockdatamarket) September 26, 2025 …
via notayesmanseconomics This morning has brought something which I thought was pretty much inevitable in these times so let us get straight to it. From the Riksbank of Sweden. To provide further support to economic activity and to stabilise inflation …
Authored by Mike Shedlock via mishtalk, Powell says risks to inflation are to the upside. Risks to labor market are to the downside. The Fed’s live Press conference was interesting. I made some notes. Someone marked the YouTube I posted …
via notayesmanseconomics This morning has brought a further reminder of one of my themes from the past which is that the UK has a tendency to be an inflation nation. The Consumer Prices Index (CPI) rose by 3.8% in the …
The real danger isn’t that prices are high, it’s that the velocity of wealth erosion is accelerating unseen. If inflation continues at the current pace, the average American could lose another 15–20% of real purchasing power by mid-2026, leaving millions …
Authored by Mike Shedlock via mishtalk, Sentiment downturn strong in lower- and middle-income levels. University of Michigan Sentiment Index, chart by Mish Please consider the University of Michigan Preliminary Sentiment Results for September 2025. Consumer sentiment moved down less than three index …
via notayesmanseconomics Today’s economic data for the UK opens by rather emphasising yesterday’s subject and why Prime Minister Kier Starmer is not only putting more emphasis on economic growth he is rather sidelining his Chancellor Rachel Reeves. Monthly GDP is …
by confoundedinterest17 According to the Bureau of Labor Statistics (BLS), headline inflation rose 0.4% MoM and 2.9% YoY in August. Shelter (housing) is up 3.6% YoY. Gimme (expensive) shelter! Of course, Federal government spending is the source of inflation. Notice the lag …
Trump on radio this morning: “We have no inflation. Prices are down on just about everything. Prices are way down on energy.” pic.twitter.com/eUcQxwvrIL — PatriotTakes 🇺🇸 (@patriottakes) September 9, 2025 🚨 *TRUMP: POWELL MUST LOWER THE RATE, BIG, RIGHT NOW …
What is the PPI report? The wholesale inflation unexpectedly declined last month, bolstering the case for the Federal Reserve to cut rates next week. This shows that inflation is cooling on the wholesale side!
Real inflation is about 6% while reporting 3% and that how you get 3% gdp growth. It’s all a fugazi pic.twitter.com/ocpBvz3qzQ — The Coastal Journal (@1CoastalJournal) September 10, 2025 We're in a recession, but at least we'll cut rates into …
Gold is piercing a level that has held for 45 years. Moves of this size never happen in calm markets. Confidence in the current monetary system is fraying. The rally is powered by record central bank buying, ballooning U.S. debt, …
Bitcoin's fate lies with the Nasdaq. Won't be long. pic.twitter.com/uZRMxlNhNE — The Great Martis (@great_martis) September 9, 2025 Zooming out: over the past month the 10Y-2Y spread has bull-steepened +9 bps and the 10Y-3M +15 bps. In modern history, a …
They can keep the whole thing afloat as long as they’d like The release valve is just the currency. Inflation is running at 3%-5% …and there's a 100% probability that the Fed cuts at least 25bps in ten days As …
I honestly can’t believe how clueless the market is. We’re on the edge of a full-blown depression and it’s still acting like it’s 1999. Inflation is gone, the next 12 months will be nothing but deflation. We've been in a …
Trump’s legacy will be defined by America’s downfall, and everything he is doing right now makes that almost certain. Ray Dalio says it happens within 3 years max 💀 👀 👀 pic.twitter.com/A3zcUHg3lY — QE Infinity (@StealthQE4) September 2, 2025 Link:https://t.co/mtTG5lOBrc …
Gold is making new highs, measured, in this case, against the US dollar, which is making headlines. The chart below, however, is far more interesting. The asset management industry runs on two asset classes only: stocks and bonds. Sure, asset …
The system’s crumbling, gold’s at $3500, a dead canary in a coal mine. Central banks cut rates as inflation hits 3%, pure sabotage dressed up as policy. Yields at 30-year peaks shout panic, not control. They’re pumping a bubble to …
Prices are flying in the worst of ways and going nowhere in the least of ways. by David Haggith Prices are flying. You’ll soon need to fly, too, just to keep up. The theme of the Personal Consumption Expenditures price …
Truflation has been arguing that inflation is a non-problem and calling for the Fed to cut rates (below). But their latest readings are flashing a yellow to red flag on inflation. August 4th is labeled. It was 1.65%. Today it …
Yup. Basically pic.twitter.com/mKedOV6P44 — QE Infinity (@StealthQE4) August 31, 2025 The Federal Reserve is facing pressure on two fronts as inflation picks up and the labor market shows signs of slipping. Sevens Report Research founder Tom Essaye joins Opening Bid …
Is now a good time to invest or sell everything? US stocks fell from record highs on Friday as Wall Street digested an update on consumer inflation that showed prices firming higher above the Fed’s target in July.
Ho lee fuk. 20% inflation in bound.😅 https://t.co/658lOvOEAI — The Great Martis (@great_martis) August 29, 2025 Breaking: August PCE: .2% as expected. 2.6% yoy as expected. Core PCE 2.9% as expected. Was 2.8% last month. Very tame numbers. — QE …
Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me …
Factories are shutting. Shops are closing. Workers are walking out under stress that has nowhere to go. The air smells of fear and exhaustion. Bank accounts are shrinking while bills climb. The institutions meant to protect us are either blind …
Markets cheered, but the message was hawkish. Powell didn’t promise cuts. He didn’t hint at September. He made the Fed’s caution sound like reassurance. That’s not dovish. That’s tight policy, carefully cloaked. “Risks to inflation are tilted to the upside, …
The Fed is no longer targeting average inflation of 2% Unless you already own assets, you will fall behind even more. Predominantly helps the already wealthy and boomers We are speed running the country towards every young person believing in …
Everyone is pouring on the coal and running things as fast and hot as they can. by David Haggith The captains of industry are giving it all they’ve got, and inflation is heating up. So much for recession. US manufacturing activity …
