investmentresearchdynamics.com / Dave Kranzler / February 12, 2016
Retail sales for January were published by the Government’s Commerce Department today. They show an alleged .2% gain for January over December and a 3.5% gain from January 2015. Nothwithstanding the fact that these numbers are estimates based on highly questionable data samples, these numbers do not […]
zerohedge.com / by Tyler Durden on 02/12/2016 10:20
Having already warned of a “deflationary mindset,” today’s University of Michigan Confidence data suggests Americans are falling deeper into dis-inflation territory. Today’s headline tumble in confidence to 4-month lows, with “hope” dropping to 6-month lows is dominated by the plunge in 5-10 year inflation expectations to […]
news.goldseek.com / By: Arkadiusz Sieron / 12 February 2016
One of the main arguments for the systematic suppression of the gold price says that governments and central banks try to stop gold being the canary in the inflationary mine. We have problems with this view.
First, there are many other indicators of inflation, like official […]
mishtalk.com / Mike “Mish” Shedlock / February 10, 2016
Fed chair Janet Yellen keeps repeating the mantra “inflation expectations are well anchored”.
They’re not, and I can prove it with a pair of chart on 5-year and 10-year “breakeven” interest rates. The breakeven rate is the difference in yield between inflation-protected and nominal debt […]
goldsilverworlds.com / Gary Christenson / February 9, 2016
The exchange rate between the Argentina Peso and the US dollar in January 1945 was 4.17 pesos to one dollar. Like the United States, Argentina created substantial price inflation – devaluation of their currency – in the 1950s – 1990s.
According to Wikipedia Argentina devalued their […]
zerohedge.com / by Tyler Durden on 02/10/2016 15:10
Having seen what monetary-policy failure looks like in Japan.. and in the US, we now turn our attention to the world. Amid NIRP temptations, growth fears, and faltering faith in central banker control, market-implied inflation expectations have collapsed to record lows. Worse still, even The […]
zerohedge.com / by Tyler Durden / 02/09/2016 21:55 -0500
While the markets have been generally lacklustre in the past two days, much of the enthusiasm associated with the last hour spike on both Monday and Tuesday had to do with optimism involving a significant relent by Janet Yellen during her semi-annual 2-day testimony in […]
truthingold.com / February 9, 2016
Goldman Sachs Group Inc. is no believer in gold’s rally, predicting losses over the coming year as the Federal Reserve increases U.S. interest rates no fewer than three times. Futures dropped.
“Our economics team forecasts that the Fed will raise rates by 25 basis points three times this calendar year, […]
davidstockmanscontracorner.com / by Jeffrey P. Snider / February 8, 2016
When real household spending fell by 4.6% in April 2014 it was cause for concern. That was the first month after the tax hike hit and the decline in spending was much larger than anticipated (by economists, at least). Despite the heavy toll, Bank of […]
gata.org / By Alexandra Scaggs / Monday, February 8, 2016
Global central banks have opened the door to negative U.S. interest rates, in Wall Street’s view.
After the Bank of Japan cut some rates below zero last month to spur growth and inflation, strategists are weighing the Federal Reserve’s options in case of a […]
merkinvestments.com / Axel Merk / February 3, 2016
“Stocks beat gold in the long run!” is a ‘rallying cry’ to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be the wrong […]
dollarvigilante.com / ED BUGOS / FEBRUARY 4, 2016
Janet Yellen has been in the news with her often-stated determination to create price inflation.
Why Fed officials are so scared to death of the deflation we all look for at the shopping mall each weekend is anybody’s guess. Ours is that it keeps the […]
zerohedge.com / by Tyler Durden on 02/04/2016 10:01
As you might have noticed, the “recovery” story is starting to fall apart.
Central banks across the globe are running out of excuses for why trillions upon trillions in global QE have been an abject failure when it comes to resuscitating global demand and trade.
truthingold.com / February 3, 2016 at 16:05
“Stocks beat gold in the long run!” is a ‘rallying cry’ to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be the wrong assertion […]
wallstreetexaminer.com / by Alan Tonelson • February 3, 2016
Amid the excitement of last week’s Iowa Caucus homestretch, it was easy to overlook the Labor Department’s release of new data on overall U.S. pay levels. Even so, they deserved attention, because they represent yet another set of full-year 2015 figures that offer an unusually informative […]
goldsilverworlds.com / Gary Christenson / February 2, 2016
“WMD” also is “Wasteful Monetary Devastation.”
WASTEFUL: We all know that governments spend money in wasteful ways and compensate with higher taxes, deficits, huge debt, “printed currencies” and inflation. “Bridges to nowhere,” various wars, and “giveaways” benefit a few at the expense of many.
MONETARY: Printing […]
wallstreetexaminer.com / by Peter Krauth • February 2, 2016
There’s almost nothing the Fed won’t do to try and reach its official 2% inflation target, and as we saw once again at the FOMC meeting last week, nothing they’ve tried so far has worked.
But the central bank made a far worse, “classic” policy […]
kingworldnews.com / February 01, 2016
With the price of oil plunging more than 6 percent and the Shanghai Index hitting new lows overnight, today Peter Boockvar warned King World News that we haven’t seen real chaos yet, but it’s coming and gold is going to skyrocket.
Eric King: “Peter, the game plan is for the […]
marctomarket.com / by Marc Chandler / Dr. Win Thin
As we suspected, the current EM bounce still has some legs. The BOJ’s surprise easing helped EM and risk end on last week on a strong note, and we expect that to carry over into this week. Within EM, we will start to see the […]
zerohedge.com / by Alexander Grover in Oslo, Norway / 01/31/2016 09:13
A Norwegian Gold Allocation Would Counter Sovereign Incompetence Risk
The Norwegian Oil Fund (The Government Pension Fund) or “The Fund” belongs to the Norwegian people, investing surpluses from domestic oil activity. NBIM (Norges Bank Investment Management), established in 1990 by the Norwegian Parliament, […]
davidstockmanscontracorner.com / by Jeffrey P. Snider via ALHAMBRA PARTNERS / January 30, 2016
Fourth quarter GDP was estimate at just +0.68906% Q/Q in its advance statement. There is no more “residual seasonality” left with which to obfuscate the deficiency in 2015; the year ended as it had begun, under great suspicion. Unlike most economic context […]
market-ticker.org / by Karl Denninger / 2016-01-31
Friday’s rally was inspired by the BOJ going to “negative” interest rates — not for deposits, but for “excess reserves” that the banks hold at the JCB.
Of course the central bank can’t mandate a rate for deposits, but no commercial bank can pay a rate much beyond […]
kingworldnews.com / January 30, 2016
Today the man who oversees more than $155 billion shared the most frightening chart in the world.
Rob Arnott: “One of the things that’s gotten very little attention is that shipping rates, freight rates, are down 97 percent from their highs. It costs next to nothing to ship things globally, […]
wallstreetexaminer.com / by Doug Noland via CREDIT BUBBLE BULLETIN / January 30, 2016
“Shock and awe” is not quite what it used to be. It still carries a punch, especially for traders long the Japanese yen or short EM and stocks. The yen surged 2% against the dollar (more vs. EM) Friday on the Bank […]