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CPI components

December 3, 2022 By Asi de Silva

Fed’s 2% Inflation Target

It is clear to us that inflation has peaked, but getting inflation down to the Fed’s 2% target will be a challenge. It’ll be a challenge for our overly indebted world to sustain 5-6% interest rates for a prolonged period, which is the Fed’s guidance. However, there’s plenty of financial liquidity sitting on the sidelines […]

Filed Under: News, The Dispatch Tagged With: Birth-death model, CPI, CPI components, inflation, Jobs report, JOLTS, NFIB, sticky price inflation, unemployment, yield curve

February 12, 2022 By Asi de Silva

KPMG’s Bitcoin and Ethereum Purchase

KPMG’s bitcoin and ether purchase is the lead story, because The Dispatch holds itself out as a crypto-leaning weekly! The high January inflation reading and rising risk of a Fed policy errors are of equal importance. KPMG Canada did not announce the size of its purchase, but an accounting/advisory firm supporting crypto is still a […]

Filed Under: News, The Dispatch Tagged With: bitcoin adoption, Bitfinex, Bitfinex hack, Chainalysis, CPI, CPI components, crypto adoption, crypto arrest, crypto hack, crypto marketing, DoJ arrest, Fed QE, gold, inflation, KPMG, NFT collateral, NFT loans, NFTs, policy error, real yield, yield curve

November 13, 2021 By Asi de Silva

US Inflation Surge

US inflation surge is the big news this week in the media, although The Dispatch is tired of the subject. Last week, we reiterated our high inflation view in Dispatch #36, which was first laid out in Dispatch #23. We continue to see shelter inflation catch-up offset the coming slowdown in transitory items that are […]

Filed Under: The Dispatch Tagged With: bitcoin adoption, bitcoin on-chain data, Caroline Crenshaw, China Junk bonds, China RE policy, CPI, CPI components, crypto adoption, Defi, Defi regulation, Energy prices, Eric Balchunas, goods consumption, inflation, oil export ban, on-chain data, Pew Research, SEC, SEC crypto compliance, SEC crypto ETF approval, shelter inflation, sticky price inflation, stranded energy, Van Eck

July 17, 2021 By Asi de Silva

Rents Will Keep Core-Inflation High for Longer

Dispatch #23 – 2021 July 16th, 2021 This week’s Dispatch is going to focus on Inflation, to explain how rising rents will keep core-inflation high for longer. We’ll look at the composition of the CPI basket, what items are most heavily weighted and how price data is diverging from reality. Housing, the largest weight at […]

Filed Under: Blog, The Dispatch Tagged With: BofA crypto research, Capital Group, CPI, CPI components, crypto adoption, Elizabeth Warren, home prices, inflation, Marshal Wace, OER, rent inflation distortion, rents, SEC crypto letter, shelter inflation, Super Mario

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