Inflation/Deflation

In the aftermath of last Tuesday's election results one investment theme has dominated: reflation. Specifically, this suggests that after several years of fiscal austerity and several decades of declining inflation, these trends are on the cusp of reversing. If so, what does this mean for markets?

Over long periods the inflation-adjusted price of homes in the U.S. has tended to increase by a little more than 1% per year. That doesn't mean owning a home is a good way to make a 1% real return on your money though. This article explains why.

Supporters of helicopter money argue that it is a necessary option to revive economic growth and generate inflation, while opponents consider it a fancy name for printing money and monetizing fiscal deficits. Who is right, and what does it imply for the gold market?

This article analyzes 3 new ways to get inflation on a national and global scale that have not been tried yet but you can see them coming a mile away if you understand elite jargon and the elite message system.

Just as the amount of outstanding debt has spiraled uncontrollably higher, so too will inflation. The hubris of central bankers who somehow believe they will know the precise time to alter easy money policies in order to prevent a monetary disaster is only exceeded by the foolishness of Congressional oversight in granting that authority. Word count: 1139

There is a strong belief that independent measures of inflation are false and not trustworthy. I address this issue and show how the rate of inflation is measured today, the historical background of it, and compare different methods to find out which one is closer to the truth.

Inflation does not reliably depend on employment so what other model could we depend on? Check out the model below that I have developed which strongly suggests core inflation has stabilized at around 2.2%.

The Fed is considering raising its inflation target above 2% annually. This shift pushes the FOMC in a dovish direction and will reduce the market odds of interest rate hikes this year. It is positive news for the gold market.

Getting the inflation call right is one of the most important decisions an investor can make today. This article explains how the U.S. inflation outlook is becoming clearer with the use of a number of charts.

There was a time when U.S. central bankers worried that inflation was too high, and they tried to bring it down. Now the opposite is true: the Federal Reserve is concerned that inflation has remained stubbornly low, and it’s trying to boost prices. The reason: persistently low inflation raises the risk that prices will actually start to decline. That’s bad news because it makes people less willing to borrow and spend—anticipating lower prices, consumers will put off spending—and could also lead to a fall in wages.