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 […]
MM Drivers Inflation
WHAT THE CHARTS TELL YOU ABOUT ASSET & PRICE INFLATION
WHAT THE CHARTS TELL YOU ABOUT ASSET & PRICE INFLATION Jesse Colombo at RealInvestmentAdvice.com did a nice job of recapping everything we have been laying out on Inflation over the years. I thought it a good time to reiterate and reinforce what is really happening with Asset and Price Inflation: A very dangerous fallacy has […]
MONETARISTS REACTION TO DEFLATION CREATING GLOBAL INEQUALITY
MONETARISTS REACTION TO DEFLATION CREATING GLOBAL INEQUALITY MATASII RESEARCH ANALYSIS & SYNTHESIS: Four deflationary D’s explain the consistent undershoot of inflation expectations: Excess Debt, Bank Deleveraging, Tech Disruption, and Aging Demographics As a result, the inability of monetarism to boost wages and income in the world’s largest economic regions is creating unprecedented INEQUALITY and is […]
THE FUTURE OF PRICE INFLATION: RISING SERVICE PROVIDER COSTS
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 […]
THE KEY TAKEAWAY FROM FEBRUARY’S NFP — THE HOURLY EARNINGS CHART
RESEARCH A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: DRIVERS – INFLATION MATASII SYNTHESIS: Here’s the only thing you need to take away from the February NFP (Non-Farm Payrolls Report) [Courtesy of ZeroHedge- MATASII Annotated]
HERE IS WHY PRICE INFLATION IN THE REAL ECONOMY IS REPORTED SO LOW
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 […]
IS IT ABSURD FOR CENTRAL BANKS TO MANAGE THE ECONOMY BASED ON “INFLATION EXPECTATIONS”?
IS IT ABSURD FOR CENTRAL BANKS TO MANAGE THE ECONOMY BASED ON “INFLATION EXPECTATIONS”? A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: DRIVERS – INFLATION SOURCE: 02-24-19 – Mike Shedlock, MishTalk – “Stupidity Well Anchored: Absurdity Of Inflation Expectations In Graphic Form” MATASII SYNTHESIS: People will rush to buy stocks in a bubble […]
A MARKET MESSAGE HIDDEN IN THE CPI PATTERN
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 […]
ALASDAIR MACLEOD: WHY MONETARY EASING WILL FAIL
ALASDAIR MACLEOD: WHY MONETARY EASING WILL FAIL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO MONETARY MATA: DRIVERS – INFLATION SOURCE: 02-07-19 – GoldMoney.com – Alasdair Macleod – “Why Monetary Easing Will Fail” MATASII SYNTHESIS: Monetary policy is doomed for three reasons. There is the empirical evidence of money and credit […]
INFLATION MAY BE READY TO EXIT THE “GENIE BOTTLE”
INFLATION MAY BE READY TO EXIT THE “GENIE BOTTLE” Everyone will be watching today’s NFP (Non Farm Payrolls) for signs of inflation wage pressures. A stable CPI may be about to change as the recent dramatic spike in US Treasury yields (also German & Japanese Yields) are signalling. History & Fed Chairman Paul Volcker taught […]