Consumer inflation heads toward 0%
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China and euros and bears, oh my: How to think about today and when the water will be safe (or at least safer)
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China is half of what’s driving today’s market retreat (more on the other half shortly)
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Nothing in these inflation numbers to convince the Fed to change course
It’s hard to find much direction in the data on prices at the wholesale level released this morning. And I think that’s the message in these numbers. Inflationary pressures are nowhere to be seen. But actual deflation doesn’t seem to be a danger either.
Stocks dropped this afternoon on fear of inflation data tomorrow and Wednesday
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Despite the headlines, for bank lenders in China it’s business as usual so far
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Inflation in China continues to accelerate, hits 4.4% in October
The inflation numbers released today show consumer prices moving up to 4.4% for October. Despite all the increases in reserve requirements, despite all the tighter rules for lending and on mortgages, despite the first increase in China’s benchmark interest rates since 2007, inflation continues to accelerate in China
China raises bank reserves again in a sign that inflation still isn’t under control
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Whoops! Is the Fed about to engineer another financial bubble?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Inflation expectations are getting baked in–at least in the gold market
Typically, when gold prices rise, the demand for physical gold from the jewelry market falls. Buyers of gold for jewelry and the buyers of gold jewelry itself are traditionally very price sensitive. This is particularly true in India, the world’s largest market for gold jewelry and the source of one-eighth of global gold demand. Buyers there simply postpone purchases or buy less when prices rise. Except they’re not doing any such thing right now.