inflation expectations – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Why what economists are now saying about inflation matters

Preparing your portfolio for recession in a flattening curve environment

Further thoughts on the march higher in US interest rates

The US curve inversion has already begun – DiMartino Booth

Baumol’s cost disease, aging societies and inflation expectations

Why quantitative easing and negative interest rates will fail

The dangers of a strong dollar and divergent monetary policy

Central banks, inflation, inflation expectations, currency wars and the Japanese experiment

More on why the Fed is going to taper and rely on forward guidance

How’s gold doing?