Tag Archives: inflation

Get Set for Fed Rate Hikessssss

Posted on March 4, 2015 by tomdoerflinger

Item: In a major new report, a blue-ribbon panel of economists estimates that if all the brain power expended over the past 20 years forecasting the next move by the Federal Reserve had, instead, been used for productive endeavors, U.S. … Continue reading →

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Has Yellen Heard of Obamacare?

Posted on July 15, 2014 by tomdoerflinger

In this week’s Barron’s Randall W. Forsyth, citing research by Stephanie Pomboy’s Macro Mavens, makes a point I have been making for a few years. Supposedly strong employment gains in recent months, Pomboy notes, consist largely of part time jobs. … Continue reading →

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Greater Bond Market Volatility Ahead

Posted on June 26, 2014 by tomdoerflinger

I agree with comments that RBS’s Alberto Gallo made to Bloomberg in the past few days. Later this year we are likely to run into heightened bond market volatility, which may well hit stock prices for a while. We could … Continue reading →

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3-5% Inflation Will End this Rally . . . Eventually

Posted on June 21, 2014 by tomdoerflinger

Our bullish note of May 28 explained why stocks would manage to scale a new “Wall of Worry.” Since then stocks have climbed 2.4%; I think they are headed higher still. “Central bankers gone wild” are pumping liquidity into the … Continue reading →

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