Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES KEEP YOUR EYES FIRMLY ON INFLATION PRESSURES GM joined Nissan & Ford this week in suspending production due to semiconductor shortages used in their vehicles. Global factory growth is being stymied by stalling exports and supply constraints. Meanwhile, US Services […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES THE LULL BEFORE THE COMING STORM Both the US 5Y/5Y Forwards and 5Y Break-Even (see chart below) have firmed above their psychologically important 2% cut-off, as investors have started to accept a more robust shift towards fiscal stimuli […]
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US FARM CRISIS SIGNALS A FOOD INFLATION SHOCKER AHEAD Here are just some of the headlines we have been following on a potential Food Inflation shocker from the current US Farming Crisis driven by Lingering weakness in commodity prices, Storms damaging crops and Loss of key export markets such as China MID-WEST FLOODING – […]
RESTAURANT CHAINS FEELING CHINESE DRIVEN MEAT PRICE INFLATION Bloomberg reports: Meat costs are finally going up, and that’s weighing on a dining industry that’s already reeling from rising minimum wages. McDONALDS: McDonald’s Corp. warned investors Tuesday its 2019 commodity costs in the U.S. could rise as much as 3 percent, more than the 1 to 2 […]
THE FUTURE OF PRICE INFLATION: RISING SERVICE PROVIDER COSTS The soaring cost of services is driven by a number of factors. What will the future bring: fire (inflation) or ice (deflation)? The short answer: both, but in very different doses. Goods that are tradeable and exposed to technologically driven commodification will decline in price (deflation) while untradeable services that are […]
HERE IS WHY PRICE INFLATION IN THE REAL ECONOMY IS REPORTED SO LOW A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE MATASII SYNTHESIS: So why are prices in the Real Economy (Price Inflation) so low compared to Asset Price Inflation? ANSWER: The Fed is now relying on an overtly broken indicator to […]
A MARKET MESSAGE HIDDEN IN THE CPI PATTERN A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: PATTERNS SOURCE: 02-19-19 -Extracted from Northman Trader – “The Lost War” MATASII SYNTHESIS: A fascinating analysis that I haven’t seen anyone make public before! The SPX:$CPI ratio chart suggests new lows are coming Current market […]
FOOD INFLATION AT THE SUPER MARKET: AN ACCELERATION TOWARDS GETTING “LESS FOR MORE” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-12-19 – “Amazon Hikes Prices At Whole Foods As Consumers Brace For Inflationary Tidal Wave” MATASII SYNTHESIS: Data initially sourced from a report by the WSJ Amazon-owned Whole Foods Market raised prices […]
WITH RISING LABOR RATES IT WAS ONLY A MATTER OF TIME: MAJOR CONSUMER BRANDS HAVE BEGUN RAISING PRICES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE MATASII SYNTHESIS: The WSJ and others are reporting on rising prices from Diapers & Clorox to Cat Litter. The key reported findings are: After finding they could […]
