Inflation Comes in Two Varieties. Understanding Them Sheds Light on Where Prices Are Headed Today the CPI registered an 8.5% increase for...

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...

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...

A Totally Revolutionary Way to See Inflation Exactly As the Federal Reserve Sees It. Only from goodstead Below, we show what the Fed sees...

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...

There's an Old Saying among Commodity Traders: The Cure for High Prices is High Prices Persistent underinvestment in American housing...

Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...

Markets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...

Consumer Spending Down, Credit Card Debt Down, Household Debt Reaches Record Retail sales, the indicator most closely associated with...

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. ...

Greater Clarity on the Election Winner and News of a Vaccine Are a Powerful Booster Shot to Markets The first trading day after multiple...

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...

It used to be that markets would react to GDP figures, employment numbers, balance of payments, producers' indexes, consumer sentiment,...