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sticky price inflation

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

June 30, 2022 By Asi de Silva

Market Tea Leaves for 2H22

As July approaches, let’s read the market tea leaves for 2H2022 and beyond. Over the past few weeks, markets have priced a broader growth scare as commodity equities sold off sharply and Treasuries priced a lower and earlier peak in Fed Funds rate. However, bonds markets were blind to the inflation surge, so why should […]

Filed Under: News, The Dispatch Tagged With: 3AC, Blockfi, bond volatility, buffett indicator, CAPE ratio, Celcius Network, Celsius, Commodities, commodity inflation, crypto winter, earnings estimates, equity valuations, FTX, Gucci, inflation, inventory spike, LooksRare, move index, NFTs, Paypal, profit margins, rents, S&P earnings, SBF, shelter inflation, sticky price inflation, Uniswap, Voyager, wage inflation, 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

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