Take a picture, you may never see anything so obviously about to happen ever again. A child could have foreseen it.

July CPI and the reaction of the markets

Most of the blame goes to those at the top of the list…

I don’t know how and when this all translates into CPI or PCE inflation stats in the coming months, I just know that it will.

The latest

Pending home sales fall for the sixth consecutive month.

Unemployment will remain low, I would guess, but the layoffs that are starting will impact hiring manager mentality.

Bonds. Are they bottoming?

pretty much every commodity and inflation spike like the one we’re currently experiencing ends up getting “cured” by an economic recession.

Don’t be one.