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Senators are demanding answers on inflation, pressing Federal Reserve officials for clarity on economic data that has shown unexpected volatility in recent months. The latest Consumer Price Index report revealed inflation ticked lower to 2.9%, but economists warn that tariffs …
If you’re still betting on a stagflation storm, you might want to take a closer look at what’s quietly unfolding in the background. While markets obsess over CPI prints and Fed speeches, two forces are creeping in that could flip …
BREAKING: April PCE inflation, the Fed's preferred inflation measure, FALLS to 2.1%, below expectations of 2.2%. Core PCE inflation FALLS to 2.5%, in-line with expectations of 2.5%. PCE inflation is now at its lowest level since September 2024. All eyes …
*FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST *FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED pic.twitter.com/GoXICkMydr — Investing.com (@Investingcom) May 28, 2025 Federal Reserve officials are raising concerns over inflation, tariffs, and the weakening labor market. The …
Any chance this could still be valid? pic.twitter.com/RfsL17Fvm3 — Guilherme Tavares (@i3_invest) May 27, 2025 AI super stock Nvidia reports earnings tomorrow which will set the tone for the entire Tech sector. Analysts are making all manner of predictions based …
The U.S. Treasury is set to auction 2-year, 5-year, and 7-year notes this week, drawing close attention from investors. Recent auctions have produced mixed results, with some maturities struggling to attract strong demand. This round of debt sales will signal …
Japan just blinked. Late last night, Japan’s Ministry of Finance said they are considering cutting back on how many super long bonds they sell. On the surface, this may sound like a dry technical tweak, but make no mistake, it …
This can only continue for a limited time… pic.twitter.com/aU77uQa0wb — Mikael W (@MikaelWi1) May 24, 2025
When the carry trade unwind inevitably comes, it’s going to be incredible to watch. — Middle Man (@npresc) May 22, 2025 UK now Japan 🫣 pic.twitter.com/qhfg0nK6YU — TT3 (@TradingThomas3) May 23, 2025
https://twitter.com/NickWoolos/status/1925341976938893319 Ray Dalio says we should be afraid of the bond market. — unusual_whales (@unusual_whales) May 22, 2025 The problem with the swelling US budget deficit is that there aren't a lot of paths towards shrinking it other than cutting …
Inflation starting to creep up to multi month highs according to Truflation… pic.twitter.com/48e7Q8x6Cb — Heisenberg (@Mr_Derivatives) May 19, 2025 Trump imposing tariffs then demanding that retailers not pass on the cost of tariffs to their customers by raising prices would …
by David Haggith YOU get to feed the inflation monster. This monstrosity has two heads. We have reports today of two kinds of inflation already hitting US consumers due to the Trump tariffs—both extremely hot. One is a kind that …
In 2022, people watched prices surge and blamed gas stations and grocery stores. Today feels different. Prices are still high, but the real concern has shifted. The fear now is not about inflation today. It is about trust tomorrow. People …
Regardless of party affiliation, everyone recognizes that prices are still (constantly) rising, and that's after decades of price increases, and particularly huge increases this decade. pic.twitter.com/6JynyxYfrk — David Sommers (@dgsommersmkts) May 16, 2025 University of Michigan Consumer Sentiment fell to …
by David Haggith Walmart executives promised today that prices will be SWELL (in fact, they will be swelling more every day due to tariffs). I came across a video of some of the top people in the AI world discussing …
They say inflation is cooling. The market claps. Yields dip. And just as quickly, they climb right back up. Over and over again. It is not confusion. It is the new reality. And many still do not get it. Soft …
by David Haggith The big-deal, China-deal stock rally didn’t last long with the Dow falling today (while the S&P and Nasdaq put out modest to decent gains). US Treasuries also climbed (intraday) back above the 4.5% level on the 10YR, …
According to Goldman Sachs, inflation is about to imminently take off and not stop accelerating until June 2026. I’m sure this will sell very well heading into the midterms. pic.twitter.com/8Q8EI2rrPe — Spencer Hakimian (@SpencerHakimian) May 7, 2025
by RobertBartus “The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to 51 points, the highest since July …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like …
Leading indicators suggest inflation is set to rebound: The index of prices paid by New York manufacturers jumped to 51 points in April, the highest since August 2022. At the same time, the Philadelphia manufacturing prices paid index rose to …
End the Federal Reserve Comparing Costco Prices for the same items from 1997 vs 2025 – Mac and cheese $7.89 -> $14.84– Cheesecake $10.99 -> $19.99– Chimichangas $8.99 -> $17.99– Butter $5.49 -> $13.49– Hotdogs $5.89 -> $16.49– Ribeye Steak …
by David Haggith The moves are not big yet, but there are good reasons for that, and they are all in the wrong direction. According to the Bureau of Economic Analysis, real GDP just went from a positive 2.4% annual growth …
1/5 So, the @federalreserve has allowed inflation expectations to become COMPLETELY unhinged, yet again, which means, soon, a surge in inflation is coming to a grocery "shelf" near you/me. Yet, instead of the folks who "have a voice" demanding to …
You cannot fix a supply shock with either fiscal or monetary stimulus. Real consumption is set by the quantity of goods and services available, and tariffs pull those real goods and services out of the economy. Lowering interest rates won’t …
🇺🇸 AMERICANS THINK THE ECONOMY IS A FLAMING DUMPSTER People are freaking out—for the fourth month in a row—because everything feels like it’s getting worse, not better. Blame the T-word: tariffs. They mess with prices, and now folks are scared …
Oakland just elected a new mayor who thinks a $50 minimum wage will solve inflation pic.twitter.com/SKz70z8pj8 — End Wokeness (@EndWokeness) April 22, 2025
