inflation

That's the question RBS is asking. In recent research, Bob Janjuah, the bank's credit strategist, advises clients to move to safety in anticipation of potential market volatility. The crux of the matter is inflation and central bank…

If Mervyn King is right regarding comments he made in his letter to the Chancellor Alistair Darling, then we should expect interest rates to head down after peaking sometime before year's end. I tend to agree with him that the deflationary…

Of all of the inflation indices the ONS (Office for National Statistics) in the UK uses, the RPI data are the most comprehensive. This particular series runs back to 1948 and is use in all manner of contracts, pension schemes, what have…

My greatest concern is deflation. Hence the title of my blog "Credit Writedowns." However, inflation is still a short-term threat to destabilizing the global economy. The recent floods in the heartland of America is not only tragic, but…

That's what Sir Howard Davies, a former deputy governor of the Bank of England (BoE), has to say.

Inflation is clearly still a problem. The CPI for May 2008 was released by the BLS today showing consumer inflation rising at a 4.2% rate y-o-y, unadjusted for seasonal factors. This is either good news or bad news, depending on how you…

No! The Fed is not crazy. Market participants are forgetting that the U.S. economy is still not out of the woods. Moreover, many financial institutions are drowning in writedowns. None of this should be expected to change anytime soon.…

Yesterday, I posted a blog entry detailing how Stephen Roach sees inflation as a concern, not because of food and oil, but because of Asian manufacturers. I find his argument compelling. Don't get me wrong, I think deflation is the…

Stephen Roach is one of the best financial commentators in the business. In the aftermath of the bubble in the late 1990s, as Chief Economist of Morgan Stanley, he was quite bearish and warned of the downside risks for the global economy.…

This is an important question, because our central banks are the ones behind the rise in inflation, not OPEC, oil companies, or greedy corporations. If one must point the finger, point it at central bankers. "Inflation is always and…