The Fed Means Business...Contraction
Inflation Comes in Two Varieties. Understanding Them Sheds Light on Where Prices Are Headed Today the CPI registered an 8.5% increase for...
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Robert Swigert
- Jan 25
- 2 min
The Winter of Our Discontent
It's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...
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Robert Swigert
- Aug 18, 2021
- 3 min
Kissing the Ring, Part II
China Tells the World You're Not the Boss of Me As we wrote in November 2020 in Kissing the Ring, or, The First Rule of Power, we at...
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Robert Swigert
- Aug 11, 2021
- 2 min
Fed-Vision, by goodstead
A Totally Revolutionary Way to See Inflation Exactly As the Federal Reserve Sees It. Only from goodstead Below, we show what the Fed sees...
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Robert Swigert
- Aug 4, 2021
- 5 min
Slowly, but Surely
New Economic Data Paint a Picture of a World Emerging from Its Slumber--But It's a Cold Spring Q2 US Gross Domestic Product Shows...
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Robert Swigert
- Jul 21, 2021
- 6 min
The Cure for High Prices
There's an Old Saying among Commodity Traders: The Cure for High Prices is High Prices Persistent underinvestment in American housing...
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Robert Swigert
- Jul 13, 2021
- 3 min
Who Wants to Buy My Used Car?
Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...
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Robert Swigert
- Mar 19, 2021
- 4 min
The Whites of Their i's
Markets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...
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Robert Swigert
- Nov 17, 2020
- 3 min
The Recovery Wanes, Optimism Waxes
Consumer Spending Down, Credit Card Debt Down, Household Debt Reaches Record Retail sales, the indicator most closely associated with...
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Robert Swigert
- Nov 13, 2020
- 3 min
The Paradox of Thrift
Or, When Vice is Virtue, and Virtue Vice Personal savings rates in the United States have been on something of a wild ride this year. ...
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Robert Swigert
- Nov 10, 2020
- 2 min
Light at the End of the Tunnel
Greater Clarity on the Election Winner and News of a Vaccine Are a Powerful Booster Shot to Markets The first trading day after multiple...
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Robert Swigert
- Oct 22, 2020
- 2 min
Whither Bonds?
Yields on the 10 year and 30 year increase as US Government obligations go on sale The 10-year yield is up .3%, and the 30-year yield is...
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Robert Swigert
- Oct 7, 2020
- 2 min
The Market Is a Pundit
It used to be that markets would react to GDP figures, employment numbers, balance of payments, producers' indexes, consumer sentiment,...
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