Category Archives: Inflation

The Great Currency Wars Have Begun… Time For Currency Confetti!

By Graham Summers, MBA As I mentioned on Monday, the Great Currency Wars have begun. Japan is about to intervene directly in their currency markets. And why wouldn’t they… Japan imports most of its energy and food… and its currency … Continue reading

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Japan Just Unleashed the Next Wave of Inflation

By Graham Summers, MBA Japan just hit the “panic” button regarding inflation. Over the last few two years, the Japanese Yen has imploded as the country’s central bank continued to print money. In contrast, the central banks in both Europe … Continue reading

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The Fed Lied… QE Didn’t End… Protect Your Portfolio From Inflation Now!

By Graham Summers, MBA If you’ve been wondering why stocks suddenly exploded higher last month… wonder no more! We were told the Fed ended its Quantitative Easing (QE) on March 9th 2022. That’s a strange claim given that the Fed’s … Continue reading

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And Here Comes the Inflationary Recession

The Fed is now cornered courtesy of the coming inflationary recession. Let’s start with the economy first. The 2s-10s yield curve is just a 19.4 basis points away from inversion. The last FOUR times this yield curve inverted the U.S. … Continue reading

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Is the $USD Warning That Inflation is About to Become BAD News For Stocks?

By Graham Summers, MBA Yesterday, I outlined how the markets are likely at a very critical point regarding inflation. By quick way of review: 1)    Stocks initially love inflation because it boosts results (companies don’t report inflation-adjusted returns, so any increase in … Continue reading

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Are Stocks At a Major Turning Point When It Comes to Inflation?

By Graham Summers, MBA We’ve now reached the point at which inflation will become a major problem. Inflation is not inherently bad for stocks. The reason for this is that companies report growth in nominal terms, not in “real” or inflation-based terms. … Continue reading

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Don’t Worry, the Truly Life Changing Gains Haven’t Arrived Yet!

By Graham Summers, MBA Ignore the goldilocks crowd, the inflationary tidal wave is only just getting started. Everyone likes to talk about inflation, but very few people actually understand it. This goes for central bankers as well as the talking … Continue reading

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Inflation Has Created a Once In a Lifetime Opportunity

By Graham Summers, MBA Yesterday, I outlined the dark truth about the economic shutdowns of 2020. That truth? That the shutdowns have unleashed an inflationary tidal wave. Central bankers have been trying to create inflation for years. They’ve printed over … Continue reading

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Real Inflation is 9%… and the Fed Thinks It Can Stop By Raising Rates to 2%… GOOD LUCK WITH THAT!

By Graham Summers, MBA And there it is: REAL inflation of 9%! I’ve noted many times in the past that the official inflation measure, the Consumer Price Index, or CPI, is gimmicked to the point of fiction. The reason for this … Continue reading

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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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