Tag: Stagflation Is Imminent

It Is Beginning To Look Like Stagflation

It Is Beginning To Look Like Stagflation

The Atlanta Fed's real GDP estimate of 3.7% is well below inflation as measured by the Fed (CPI of 5.4%) and well below any real world price inflation measure. We do not subscribe to the Fed's theory that price inflation is transitory. Our view is that price inflation will grow from here. If real GDP … Continue reading It Is Beginning To Look Like Stagflation

Instagram, Stagflation, EVs and More Cyberattacks

Instagram, Stagflation, EVs and More Cyberattacks

Instagram is on to APIs. Biden's budget implies stagflation. EV poster child Elon Musk will benefit from Biden's spending plan beginning in 2023. Ransomware attacks continue to expose the fragility of our legacy technology systems. Last month we wrote about API strategy. Instagram (tkr: FB), recently opened its platform via APIs to enable Instagram messages … Continue reading Instagram, Stagflation, EVs and More Cyberattacks

Jerome Powell: Inflator-in-Chief

Jerome Powell: Inflator-in-Chief

"Inflation" to lead headlines again when CPI data is reported. Real-world price appreciation is well ahead of the Fed's 2% target. If last month was any indication the term "inflation" will dominate market-related headlines when May CPI data is released on Thursday June 10th at 8:30am ET (See Google Trends chart below for search term … Continue reading Jerome Powell: Inflator-in-Chief