Category Archives: Inflation

Higher Inflation is Coming… Prepare NOW!

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading

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If Jerome Powell Won’t Ease… the President Will Find Someone Who Will

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading

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The President Just Told the Fed, “Inflation NOW or You’re Fired”…

The Trump administration just fired a warning shot at Jerome Powell As I noted last week, the President has implicitly told the Fed to start easing now with a tweet concerning inflation.   Ignore the media’s portrayal of the President … Continue reading

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President Trump Just “Signed Off” on the Fed’s Plan to Unleash Inflation

Yesterday’s article outlined how overly hawkish Fed policy burst the Everything Bubble… The Fed is now in the process of trying to “patch” over the bursting bubble, to stop the financial system from experiencing another crisis. And President Trump just … Continue reading

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Take a Look At What Emerging Markets Are Saying About the US Dollar

The markets are beginning to anticipate a weak $USD. First and foremost, the Emerging Market ETF (EEM) is in the process of bottoming. EEM was crushed by the $USD’s strength this summer. But it’s now starting to look like a … Continue reading

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A Major Shift is Coming in the Markets… (Are You Ready For It?)

The markets are beginning to anticipate a weak $USD. First and foremost, the Emerging Market ETF (EEM) is in the process of bottoming. EEM was crushed by the $USD’s strength this summer. But it’s now starting to look like a … Continue reading

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Two Major Reasons Why the US Dollar Will Soon Drop Hard

I’ve received a number of emails from readers asking me how I can be so certain that the $USD will be dropping hard going forward. The answer is simple… neither the US Government, not the US corporate sector can afford … Continue reading

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Did the Single Most Important Chart in the World Stage a False Breakout?

I’ve received a number of emails from readers asking me how I can be so certain that the $USD will be dropping hard going forward. The answer is simple… neither the US Government, not the US corporate sector can afford … Continue reading

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The Deflationary Summer Doldrums Are About to End

Why the $USD is about to collapse. The Fed left rates unchanged last week, upgrading its view on the economy from “stable” to “strong.” It also reiterated its plans to raise rates two more times in 2018. Put simply, this … Continue reading

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A Major Currency Breakout is Occurring… But Less Than 1% of Investors Have Noticed

Why the $USD is about to collapse. The Fed left rates unchanged last week, upgrading its view on the economy from “stable” to “strong.” It also reiterated its plans to raise rates two more times in 2018. Put simply, this … Continue reading

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Is the $USD About to Reverse and Drop Hard?

Traders will shoot for new all-time highs for the S&P 500 today or tomorrow. But first, a quick review of our calls for this year. Back in mid-march, when everyone was getting bullish about stocks, we warned that the S&P … Continue reading

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Even the Heavily Massaged CPI Has Inflation at 3%

As we noted on Friday, the official inflation metric, called the Consumer Price Index (or CPI) is designed to HIDE inflation, not measure it. Case in point, over the last two months, the CPI has relied on the collapse in … Continue reading

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Will the Fed Sacrifice Stocks to Contain Inflation?

Anyone who continues to claim the Consumer Price Index (CPI) actually measures REAL inflation is in abject denial. In May of this year, the BLS managed to claim that CPI only rose a measly 0.2% due to the fact that … Continue reading

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Real Inflation Hits 3.3%… The Fed Will Have To Choose Which Bubble to Burst

Anyone who continues to claim the Consumer Price Index (CPI) actually measures REAL inflation is in abject denial. In May of this year, the BLS managed to claim that CPI only rose a measly 0.2% due to the fact that … Continue reading

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The Fed Made a Startling Admission Concerning Inflation Yesterday

The Fed  revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading

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The Fed Went Hawkish… Because It’s WAY Behind the Curve

The Fed  revealed how badly behind the curve it is on inflation yesterday. Sure, everyone believes the Fed was hawkish because it wants to hike rates two more times this year with an additional three es in 2019… but lost … Continue reading

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Will the Fed Choose Inflation or Deflation? Here’s What the $USD is Saying

The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows … Continue reading

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The $USD Thinks the Fed Will Choose Inflation

The Fed meets today, and whatever happens will be a BIG “tell” for the rest of the year. On the one hand, inflation is clearly seeping fully into the financial system. Even the ridiculously massaged CPI measure of inflation shows … Continue reading

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Wake Up Fed… Inflation is About to Become a REAL Problem

Inflation is now strong enough that even the heavily massaged CPI metric is showing it well above 2%. Indeed, based on this morning’s release, the CPI is rising at its fastest pace in six years. Year-over-Year, CPI is rising 2.8%. … Continue reading

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CPI is Nearing 3%… Real Inflation? It’s Much Higher

Inflation is now strong enough that even the heavily massaged CPI metric is showing it well above 2%. Indeed, based on this morning’s release, the CPI is rising at its fastest pace in six years. Year-over-Year, CPI is rising 2.8%. … Continue reading

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