Soapbox: Thought Piece On The Long Term View of Inflation Macro Clown Thursday, September 28, 2017 35 Comments Macro Clown Since inflation has been such a hot topic on MM of late, I thought it would be appropriate to share a thought piece and get some of our read... Read More
New Underlying Inflation Gauge From NY Fed Supportive of Dudley and "The Dots" EM Inflationista Friday, September 22, 2017 18 Comments EM Inflationista Our friends over at Liberty Street Economics are hard at work generating data analysis for inflation nerds the world over. Their latest... Read More
Argentina: Think Globally, Act Locally EM Inflationista Wednesday, September 20, 2017 22 Comments EM Inflationista Fed as expected...sorta? Is this USD rally and selloff in the front end because the FOMC didn't mark down 2018 dots and Yellen says g... Read More
USD Followup and Fed Preview EM Inflationista Tuesday, September 19, 2017 14 Comments EM Inflationista A couple of charts and some thoughts to follow up on Detroit Red’s post about the potential for a bounce in USD. There has been a cle... Read More