Category Archives: Inflation

The Government Created Inflation… and Has No Idea How to Fix It

As I outlined yesterday, inflation has arrived in the financial system… and there’s nothing policymakers can do to fix it. When the U.S. opted to shut down its economy in 2020, it embarked on the single greatest mistake in policy … Continue reading

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Policymakers Have Unleashed Inflation… and There’s Nothing They Can Do to Fix It

Government bureaucrats have accomplished what Central Bankers have failed to do. For decades, Central Banks have attempted to “create inflation.” They’ve cut interest rates over 800 times. They’ve printed over $20 TRILLION in new money. They’ve even tried buying every … Continue reading

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OK, Now This is REALLY Serious

OK, now things are getting really serious. We all know the Fed is dead wrong about inflation. It is not transitory… and least not in the “it will go away by itself” kind of way the Fed claims. Worse still, there is … Continue reading

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This Ridiculous Accounting Gimmick Has Opened the Door to Potentially Massive Profits

Inflation is bad… so much worse than the official numbers admit. Dissecting all the gimmicks the Bureau of Labor Statistics (BLS) employed to understate the official inflation numbers would take pages and pages than we have this week. However, one … Continue reading

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The Bond Market Just Called the Fed’s Bluff… Big Gains Are On The Way!

By Graham Summers, MBA The bond market is calling the Fed’s bluff. The single most important bond in the world is the 10-Year U.S. Treasury. The yield on this bond serves as the “risk free” rate of return for the … Continue reading

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The Fed is now cornered (to a degree). This is not to say that the Fed cannot continue to print money, nor does it mean the Fed is “out of ammunition” as many bears like to claim. The Fed is … Continue reading

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If You Think Inflation is GOOD For Stocks… Take a Look at This

The Fed continues to push the narrative that inflation is transitory. On one level, Fed officials are correct. Everything is transitory. But the Fed isn’t being philosophical here…it’s attempting to argue that they don’t need to do anything, and the current wave of … Continue reading

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Ok, This is TRULY Horrifying!

 Yesterday, I outlined a terrible secret. That secret? That the Fed knows the official inflation measure, the Consumer Price Index (CPI) is practically useless for forecasting future inflation. In a little-known paper published in 2001, the Fed found that food inflation, NOT CPI or PCE, … Continue reading

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Trust Me, the Fed Doesn’t Want You to Know This

Yesterday I explained how the official inflation statistic used by policymakers, the Consumer Price Index or CPI, is practically useless. I realize this is quite controversial. After all, everyone on the planet from hedge fund managers to social security administrators … Continue reading

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This Company Gave Us a Glimpse Into What’s Coming to the Broader Market

The deflationists had another bad day yesterday. Deflationists argue that inflation doesn’t exist because the Treasury market isn’t acting as if inflation is a problem. They always fail to mention that the Treasury market is ALSO the most manipulated market … Continue reading

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Buckle Up: Jerome Powell “Cut a Deal” And Inflation is Going Roar!

Over the last two days, we’ve outlined how the bond market is predicting a surge in inflation. By quick way of review: Real rates, as measured by the difference between yields on Inflation Treasury Inflation-Protected Securities or TIPS and regular … Continue reading

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Why Inflation is About to Get a Whole Lot Worse

Yesterday I outlined how real rates suggest gold will be moving MUCH higher in the coming months. By quick way of review: Because we are in a fiat-based monetary regime, gold trades like any other asset. Specifically, gold typically tracks … Continue reading

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Is Gold About To Rip Higher?

On Friday we outlined the strange price action in gold. As a quick recap: Because we are in a fiat-based monetary regime, gold trades like any other asset. Specifically, gold typically tracks “real rates” or the actual cost of money … Continue reading

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Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 2

Yesterday I outlined how the Fed is extremely late to curb inflation.  As a brief recap, it only took CPI clearing 5%, multiple signals that inflation is running hot, housing entering a bubble, stocks roaring to new all-time highs, and signs of … Continue reading

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Why the Fed’s Bluff Will Cost Investors’ Trillions, Pt. 1

So the Fed finally moved… but what precisely did it do? After a full year of the most extreme monetary policy in history, including… Over 12 months of ZERO interest rate policy despite the economy growing. Over $3 trillion in … Continue reading

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Stocks Are Preparing For a Major Breakout

Stocks continue to churn. The S&P 500 has been in a consolidation phase since mid-April. Yes, we’ve had a few runs to new all-time highs, but as the below chart shows, most of the action has been sideways (see the … Continue reading

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Three Charts Every Gold Investor Needs to See Right Now

Yesterday I noted that gold is telling us that the Fed is indeed going to let inflation run hot. Remember, the Fed can stop inflation at any point by tightening monetary policy. If the Fed were to announce tomorrow that … Continue reading

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The Market Just Issued a MAJOR Warning of What’s to Come

Well, it’s confirmed, inflation is no longer just running hot… it is ROARING. The Markit’s US Manufacturing PMI is a monthly survey that interviews managers in the private sector to see what they are experiencing in terms of business. It’s widely … Continue reading

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Every Gold Investor Needs to See This

In yesterday’s article I noted that while stocks are clearly forming a top, there are, as of right now, ZERO signs that it is THE top. Remember, the fact that inflation is running hot doesn’t mean stocks have to crash right … Continue reading

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The Fed Just Released Its Blueprint For How to Handle The Coming Inflationary Storm

Over the last few articles, we’ve outlined the following: 1)    Inflation first appeared in the financial system in August 2020 and has since accelerated. 2)    This has hurt Tech stocks in a big way, which is why they have collapsed.  … Continue reading

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