By Graham Summers, MBA You can forget about what the media is telling you…because REAL inflation has come down much at all. The media likes to trumpet that headline inflation…
By Graham Summers, MBA The next round of the inflation trade has begun. The first round focused on energy prices. Oil rose from $10 a barrel at the 2020 lows…
By Graham Summers, MBA The bond market is signaling some thing “BAD” is coming. Bond yields rose throughout late 2021-early 2023 on fears of inflation. But once Silicon Valley Bank…
By Graham Summers, MBA OPEC shocked the world by announcing oil production cuts of 1.6 million barrels per day starting in May. This is a big deal for inflation. Why?…
By Graham Summers, MBA I have a question… and it’s one we need to consider as investors. What happens to inflation if oil begins to rally aggressively? Black gold has…
By Graham Summers, MBA The Fed just gave out over $300 BILLION in single week. See for yourself: the Fed’s balance sheet has erupted higher, erasing over HALF of its…
By Graham Summers, MBA The Fed is playing a very dangerous game. The Fed is trying to fight inflation by raising rates… but low rates were NOT what triggered inflation:…
By Graham Summers, MBA Throughout this week, I’ve pounded the table on the fact that the economic data the U.S. government has put out recently is a huge pile of…
By Graham Summers, MBA Yesterday I wrote to you about the complete and utter BS that was the January jobs report. By quick way of review… 1) The reason the…
By Graham Summers, MBA As I have been warning for weeks… inflation is resurging. The only portion of the inflation data that declined last year was energy (well that and…
By Graham Summers, MBA If you want to find out what is causing inflation… and why it won’t be going away anytime soon no matter what the Fed does, look…
By Graham Summers, MBA We’ve spent quite a bit of time analyzing the inflation situation in the U.S. lately. By quick way of review: The only inflationary data that has…
By Graham Summers, MBA Yesterday I illustrated how the “inflation has peaked” narrative is a myth. By quick way of review: The only inflationary data that has dropped is in…
By Graham Summers, MBA The longer I’m in this business, the clearer it becomes that no one actually reads anymore. Everyone simply trumpets headlines, or retweets articles, without looking at…
By Graham Summers, MBA The Fed will end its two-day Federal Open Market Committee (FOMC) meeting today at 2PM East Standard Time. The known universe expects the Fed to raise…
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…
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…
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…
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.…
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…
