Energy prices can make a big one-off impact on headline inflation.
There is no mystery behind persistently low inflation readings.
What Janet Yellen didn’t say was more interesting than what she did.
Due to oil prices’ rocky year, annual inflation rates will likely look quite odd for the next several months.
Stock indexes that aren’t adjusted for inflation don’t need asterisks.
The Bank for International Settlements released a study that is a breath of fresh air on deflation.
Do February data indicate inflation will soon be on the rise?
How central bankers say they’ll act on economic data won’t tell you when the next rate hike is coming.
December’s eurozone prices posted their first annual decline since 2009. But this deflation doesn’t look like bad deflation when you look beneath the surface.
Fears of deflation doom seem like typical correction ghost stories.
Inflation talk has made a comeback, but that doesn’t mean prices are running away.
It’s likely you and the Fed have different objectives in assessing changing prices.
With April’s inflation report nearly out, folks are debating how the economy (and the Fed) may respond to pressure from rising prices.
Quantitative easing would likely create—not stop—deflation in the eurozone.
Global growth is accelerating, and inflation isn’t. Investors used to appreciate this, but today’s skeptical crowd sees low inflation as a grizzly prospect.
Fed bond buying isn’t a solution for disinflation—it’s the cause.
Consumer prices ticked up in February, but inflation’s still tame—and likely remains so awhile.
Central bank chiefs eased a key provision of the Basel III banking standards, which should help ease ongoing regulatory uncertainty.
Chinese inflation notched a 29-month low in June, renewing hard-landing jitters—but officials’ pro-growth efforts should keep the economy afloat.
Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.
Debt ceiling dramatics came to a conclusion Tuesday, leaving many frustrated in its wake. Here’s a look around the news at what’s poking that frustration—and largely unnoticed remedies.
Recent food price increases have many fearing inflation. But foodflation and inflation aren't necessarily one and the same.
China increased interest rates again in its ongoing battle with rising inflation.
Sharp food price swings are stoking inflation in some countries, but monetary policy likely isn't the answer.
China's attempt to avoid overheating without imperiling growth is a timely reminder of the diversity of Emerging Markets countries.
|Inflation was up in 2010, but 2011 shouldn't bring materially higher prices. |
|The latest data shows the Chinese government is still trying to find the right balance between growth and too-fast growth.|
|Amid continued strong economic growth and rising inflation, it's no surprise China is tightening economic policy—but choking growth doesn't appear to be on the agenda. |
|Recent bond yield bumps allude to investors wanting more bang for their bucks.|
|Will Chinese price controls curb global growth?|
|The BoE has some explaining to do, but inflation is not a global worry yet. |
|Does an April uptick in Chinese inflation mean its explosive growth is unsustainable? Not just yet.|
|Cries proclaiming imminent rampant inflation have little economic support. |
|Inflation's absence tells us the Fed's monetary punch is mixed just right. |
|Fed Chairman Ben Bernanke detailed current and future monetary policy in congressional testimony and a Wall Street Journal editorial Tuesday.|
|Investors should differentiate budget deficits from inflation.|
|Don't fret the recent rise in long-term US Treasury yields. |
|Higher production costs aren't necessarily directly passed on to the consumer.|
|When it comes to future inflation, it's not current prices, but price movement, that counts. |
|While CPI has ticked up of late, rekindling inflation fears, global long-term interest rates, a better indication for the market's expectation of inflation, remain benign. |
|The Federal Reserve left rates unchanged yesterday, but hinted at a potential shift in policy in the months ahead. Regardless, incremental rate changes don't matter much to long-term investors. |
|Don't fret inflation shock stories—global inflation remains benign.|
|Economies will grow, and economies will contract—but their movement in either direction has no bearing on inflation. |
|As food prices soar, fear of a global calamity elevates. But are rising prices a harbinger of doom or simply another sign of increasing global prosperity? |
|Global central bank activity abounded yesterday. While worth noting, such small moves don't matter much. |
|Don't let higher Materials prices spook you. The price trend in Materials isn't a symptom of inflation but of growing global demand.|
|Journalists have reawakened the specter of stagflation. But comparing today's economy to the disco heyday is flat wrong.|
|Folks generally associate steep yield curves with inflation—should they? |
|China's inflation rate is soaring. While that's unlikely to derail China's economy in the near term or infect the global economy with higher prices, the problem underscores a still fragile and developing nation fraught with peril for investors.|
|Investor confusion abounds over what's routine and what's truly a worry for the Fed.|
|The investing worry du jour is the arrival of global inflation.|
|Apparently, inflation has returned.|
|One of our favorite pastimes is delivering bad news to the bears in times we believe it's a bull market (like now).|
|The media has largely attributed the current US bond market rally—10-year Treasury yields have fallen 65 basis points since the end of June—to two factors: an oncoming recession and reduced inflationary pressures.||
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