Peter Boockvar on commodity prices… Here’s an update on commodity prices. The CRB raw industrials index closed yesterday at just under a 10 year high. The CRB food index closed at an 8 year high. CRB Raw Industrials Index CRB Food Price Index Josh here – Inflation protection is on everyone’s minds right now. It’s…
Macro/Econ
Everything’s cool til three percent on the 10-year
So what does this mean for stocks?
What if inflation is actually good?
Video
Why not just print and give away money infinitely?
So, will a $1.9 trillion relief package cause runaway inflation or a spike in interest rates?
Grantham: More debt doesn’t grow the economy.
“So that’s a pretty noble experiment.”
The ‘Burbs
Something has fundamentally changed.
Surprise, surprise – the stimulus is actually stimulating
Amazing how that happens.
promises
Debts are promises. We’re making a lot of promises – implicit and explicit – these days.
We Must Give More Relief To Americans For The Fake Virus I Said Would Disappear On Its Own
Okay, so we have a stimulus (rescue?) bill finally, totaling over 5,000 pages
Inflation expectations now above pre-Pandemic levels
We’re going to be talking as much about inflation next year as we were talking about disinflation in 2015 and deflation in 2016.
