I wanted to highlight a superb Substack blog post by Joseph Politano, an analyst at the Bureau of Labor Statistics. I'm going to briefly summarize article and pepper in my own graphs and...
Today both the 5 year and 10 year inflation breakevens dropped quite significantly breaking out of their recent ranges.https://fred.stlouisfed.org/series/T5YIEhttps://fred.stlouisfed.org/series/T10YIEThis is likely one of the metrics the Fed has been monitoring to assess if...
In stagflationary environments, where growth is slowing but inflation is high, many types of asset prices tend to consolidate sideways in big volatile ranges, with sharp drops and sharp bounces along...
