Macro/Econ

Base Effects

obviously prices are rising for both goods and services throughout the economy. But the statistics are misleading without the context. 

Costs

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…