Rater hike estimates are falling fast as inflationary pressures ease.
Rater hike estimates are falling fast as inflationary pressures ease. via Bloomberg pic.twitter.com/TOoAoQzwej — Daniel Lacalle (@dlacalle_IA) July 6, 2026
inflationary
US Treasury downplays inflationary pressure
Treasury Secretary Scott Bessent claims the recent surge in bond yields and energy costs is purely transient in nature … He insists inflation expectations will normalize once regional Middle East supply routes stabilize and conflict volatility fades … Market analysts remain skeptical of this outlook as benchmark 10-year Treasury yields test levels not seen since …
IEA chief warns Europe may face jet fuel shortages within weeks due to Strait of Hormuz disruption — shortage and inflationary pressures are mounting.
NEW: The International Energy Agency chief is sounding the alarm that Europe is running out of fuel due to the Strait of Hormuz blockade: "We have maybe 6 weeks or so of jet fuel left… I can tell you soon we will hear the news that some of the flights from City A to City …
Peace Deal or Not, the Inflationary Shockwave Is Already in the Pipeline
via Phoenix Capital Research A cease-fire has been declared between the U.S., Iran and Israel…. But the damage has already been done from an inflationary perspective. I’ve already delved into the inflationary impact that the Iran War will have on the data and real economy going forward. By quick way of review: The only data …
Trump’s givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. Oil was signaling imminent global deflation. So this is an inflationary headfake that guarantees Fed policy error.
Trump's givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. pic.twitter.com/AUIgO1jn4K — The Great Martis (@great_martis) March 23, 2026 Nikkei nearing a big support level as well pic.twitter.com/uP1v95Olqt — Michael J. Kramer (@MichaelMOTTCM) March 23, 2026 South Korea halts trading for 5 minutes after …
An oil spike in a weakening economy is not inflationary – it is contractionary! FED needs to LOWER rates to counter the effects of higher Oil Prices. “The Income Effect” is the reason. Morgan Stanley still expects Fed cuts, oil shock threatens growth. $150 oil warning, recession risk climbs to 20%
Let me be very clear! An oil spike in a weakening economy is not inflationary – it is contractionary! The FED is extremely misguided if they are going to treat a Supply-Driven Oil-spike as an inflationary trigger. FED needs to LOWER rates to counter the effects of higher Oil… — Henrik Zeberg (@HenrikZeberg) March 17, …
The Iran War Is An Inflationary Nightmare
Phillip Patrick from Birch Gold Group joins Real America’s Voice to discuss how the Iran war is impacting the economy and what could happen next.
A central banker’s nightmare: inflationary pressure plus job destruction.
A central banker's nightmare: inflationary pressure plus job destruction. pic.twitter.com/BQitHdAlXb — Lisa Abramowicz (@lisaabramowicz1) March 6, 2026 This is royally cooked. No sugarcoating. https://t.co/XLFSVBgjow — Prof (@TheProfInvestor) March 6, 2026 BREAKING: We’ve just got HORRIBLE jobs numbers. We LOST 92,000 Jobs. Analysts expected 50,000 NEW jobs. So as gas prices soar 60 cents in under …
BURIED TRUTHS: From Inflationary Lies Buried by the Government to All that Lies Buried beneath Epstein
What follows my brief report on hot inflation is a brilliant exposé (not by me, so not bragging) that bares the architecture beneath Epstein Island—the government framework of deep corruption. by David Haggith Inflation is about to burn up the dollar, but the incendiary truth beneath Epstein burns even hotter. Both lie deeply buried by …
Baier: Would a $2,000 dividend check be inflationary? Bessent: Maybe we can persuade Americans to save that.
Baier: Would a $2,000 dividend check be inflationary? Bessent: Maybe we can persuade Americans to save that. 🤡🤡🤡 pic.twitter.com/x8MWOr0lg7 — Spencer Hakimian (@SpencerHakimian) November 19, 2025 SEC. SCOTT BESSENT: EVERY CHILD BORN AFTER JANUARY 1 WILL GET A TRUMP ACCOUNT “One of the things that’s gonna happen next year is the Trump accounts. Every child …
If the U.S. Dollar Breaks This Line, It Will Unleash an Inflationary Storm
via Phoenix Capital Research The U.S Dollar is now in VERY serious trouble. The greenback is trading at the lows of a multi-month consolidation range. Bear in mind, this consolidation took place AFTER the $USD staged its worst first half of a year since 1973, losing 12% in just six months! The significance of this …
How to Profit From the Coming Inflationary Storm
via Phoenix Capital Research Gold is signaling that the next inflationary storm is about to arrive. In the last year, gold has done several remarkable things. First and foremost, central banks have acquired so much gold that the precious metal now comprises a greater percentage of foreign reserves than Treasuries for the first time in …
Can we finally admit that tariffs did not create an inflationary shock to the economy?
Can we finally admit that tariffs did not create an inflationary shock to the economy? https://t.co/qG0rv9cVK6 — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 9, 2025 🚨 BREAKING: US Inflation Index drops to 1.66%. The experts are fuming. Cut interest rates. pic.twitter.com/zdZbyKJUOd — Eric Daugherty (@EricLDaugh) July 9, 2025 🚨 HUGE NEWS: Since President Trump took office… …
Are Riots Inflationary or Deflationary? A Look Through the Lens of LA
The recent protests and unrest in Los Angeles have raised questions about their impact on prices and the economy. While some may assume that any disruption leads to rising inflation, the current situation actually points toward a deflationary bias at least for now. Here is why. When local businesses face disruptions, especially small ones, it …
Natural gas price surges echo past inflationary trends, often foreshadowing rising consumer costs; Lumber prices up 19.8% year-over-year.
#DEC With its resources the US will be OK. But I doubt Europe will be able to dodge this bullet again. Full blown depression there by end February 2025. — Wizard of Windsor (@WizardofWindsor) November 20, 2024 Lumber prices are now 19.8% higher than they were one year ago The framing lumber composite price increased …
Beyond Energy: Inflationary Effects of Metals Price Shocks in Production Networks. An IMF Working Paper
ABSTRACT: We examine the role of metals as economic inputs by using a production network model, calibrated for various countries using input-output (I-O) tables. Empirically, we employ local projections to study how metal shocks influence inflation, testing country-level heterogeneity in the sensitivity to these shocks. Our findings indicate that metals price shocks have significant and …
UBS Sets $2,900/oz Gold Target, Advises Buying on Dips; Treasury Yields Climb Post-Trump Win, Experts Warn of Inflationary Pressures
Global investment bank UBS published a report Monday highlighting the enduring value of gold as a hedge, despite a recent pivot among speculators toward equities following the U.S. presidential election. While the market appears optimistic, UBS cautions that policy uncertainty under the new administration remains high. Noting that a downtrend in the U.S. dollar and …
Copper prices hit new record high, up 30% year-to-date, signaling increasing inflationary pressures.
Copper prices surge to an unprecedented high of $5.08 per pound, marking a staggering 30% increase year-to-date and fueling concerns of rampant inflation. This new record surpasses the previous peak observed in March 2022, coinciding with the fastest inflation rate in 40 years. Over the past three months alone, copper prices have skyrocketed by 35%, …
Alarming economic indicators point to worsening inflationary pressures
This is not looking good at all … Core PPI, which excludes energy costs, spiked by 6.1% annualized in April from March, seasonally adjusted, the biggest increase since July, also driven by the spike in services and made worse by the downward revision of the prior month.… pic.twitter.com/R8q0D3BNAr — Wall Street Mav (@WallStreetMav) May 14, …
US fiscal policy worsens with record spending, deficits, and debt. Green energy, regulations drive inflationary pressures.
The US faces a fiscal dilemma as record spending, deficits, and debt levels clash with inflationary green energy policies, potentially sparking a conflict between the Federal Reserve and government. Key points: Record non-crisis spending, deficits, and debt levels pose fiscal challenges with no end in sight. Green energy policies, like those in Germany, have led …
Robust retail sales mask underlying inflationary pressures
Despite a seemingly positive uptick in retail sales, recent data unveils a troubling reality: inflation’s pervasive impact on essential goods like food and energy. While headline figures may suggest economic resilience, deeper analysis reveals concerning trends, with nondiscretionary goods experiencing significant month-over-month price increases. The disparity between sectors, with gas stations and groceries recording notable …
S&P 500 futures plummet as March CPI inflation spikes, signaling sustained inflationary pressures.
Market turbulence ensues as S&P 500 futures plummet nearly 100 points within minutes following March CPI inflation data. Rising inflation for the second consecutive month sparks concerns and fuels speculation about potential rate cuts. BREAKING: S&P 500 futures are now down nearly 100 points in less than 10 minutes after March CPI inflation. The 3.5% …
Get used to running a business in a high rate environment. The FED can get an earful all day but they can’t stop this inflationary cycle we are in.
“The total cost to invest is very high, and the return on that investment is very long and getting longer,” she said. Small manufacturing companies with young leaders “have never run a business with interest rates like this… it’s uncharted territory for us.” https://www.reuters.com/markets/us/fed-chair-powell-says-pandemic-has-had-lasting-effects-economy-2024-03-22/ Look at the chart below and join a team: No landing (the …
Market challenges Federal Reserve, easing conditions with “core” CPI double the target. Communication issues fuel inflationary concerns.
The market is literally bullying the @federalreserve – i.e., loosening financial conditions w/ "core" CPI at 2x the @federalreserve's target. This, as @elerianm correctly stated, is what happens when you have a communication problem at the Fed (as we currently do). This is (very)… — Gordon Johnson (@GordonJohnson19) December 21, 2023 Perhaps. But that’s: (a) …
Are we on the brink of a 1970s-style inflationary surge or facing the storm of a hard landing? Only time will tell.
In a deja vu moment, the Federal Reserve’s swift rate cuts raise unsettling parallels with the inflationary misstep of the 1970s. Back then, premature optimism led to soaring inflation after initial rate reductions. Today, historical cues point to rising unemployment during rate-cut cycles, contradicting the Fed’s sanguine predictions. The specter of a challenging economic future …
Debt to GDP Soars to 124%, Government’s Excessive Money Printing Sparks Concerns of Long-Term Economic Fallout and Inflationary Pressures
The soaring Debt to GDP ratio at 124%, driven by the government’s extensive money printing, poses a heightened risk of long-term economic consequences and increased inflationary pressures. Despite a slight dip from the previous peak in 2020, the current ratio remains a cause for concern. ‼️DEBT TO GDP: 🚀 – Current Debt to GDP ratio: …