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16.10.26 - 23:42
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Thomas Hoenig on Rate Hikes, Inflation Outlook (Bloomberg)
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Thomas Hoenig said Kevin Warsh's refusal to signal the Fed's next move was appropriate and gives policymakers flexibility ahead of the late-October meeting. Hoenig noted that inflation has risen and could climb further, citing energy costs and their spillover into core prices. He speaks with Romaine Bostick & Kristine Aquino on "The Close." (Source: Bloomberg)...
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16.10.26 - 16:21
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Bad Inflation Cures Itself. Good Inflation Doesn′t (ZeroHedge)
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Bad Inflation Cures Itself. Good Inflation Doesn't
Authored by Lance Roberts via RealInvestmentAdvice.com,
Key Takeaways
Inflation driven by supply shocks is "bad" inflation, and bad inflation is self-liquidating because rising income doesn't support it.
September headline CPI ran 3.7% while core sat at 2.6%. The gap is gasoline, up 34.2% over the year and now more than half of the monthly increase.
Real wages have turned negative, and labor's share of output just set its lowest reading since the series began in 1947.
The 10-year breakeven sits near 2.3%. The market that gets paid to price inflation is not pricing an inflation problem.
Most of the argument about inflation right now is a fight between people using the same word for two completely different things. One side sees a 3.7% headline print and starts sketching a repeat of 1979. The other sees core running more than a point below it and declares the problem solved. Both are reading the same release. The distinction that matters i...
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16.10.26 - 15:48
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Kryptos: hartnäckige Inflation und restriktive Geldpolitik der Fed belasten Bitcoin und Co. (BondGuide)
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Die US-Inflation im September fiel höher aus als erwartet, und auch die Einzelhandelsumsätze überraschten positiv. Das nährt die Sorge vor einer länger straffen Geldpolitik der Fed und belastet Bitcoin sowie den gesamten Krypto-Markt. Kurzfristig dürfte Bitcoin damit seitwärts laufen und sehr sensibel auf neue Konjunkturdaten reagieren. Ein Marktkommentar von CoinShares´ Head of Research, James Butterfill: […]...
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16.10.26 - 14:24
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Kapteyn: Hot Inflation Raises Risk of Fed Hikes Beyond December (Bloomberg)
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UBS Chief Economist Arend Kapteyn discusses the Fed's rate outlook following hotter inflation data, the impact of AI investment and borrowing on bond yields, and why he believes AI fundamentals remain strong despite the recent market selloff. Kapteyn also weighs in on Europe's economic challenges, competition with China and France's fiscal outlook. He spoke on Bloomberg Brief. (Source: Bloomberg)...
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