Inflation Has Not Peaked Yet

By Michael Reilly | July 14, 2022

Consumer Price Index (CPI) data was released yesterday and it’s a doozy. In case you missed it… the CPI climbed to 9.1%. That’s a 41-year high. Not only is inflation at a four-decade high, but the momentum with which it has happened has the Fed scrambling for answers. The increase in consumer prices in June…

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What Are Yields Telling Us About Inflation

By Michael Reilly | June 14, 2021

We all know that Washington plans to spend their way out of this COVID hangover. And the more money they print the higher inflation ultimately should be – right?  Just last week we saw historic readings in the Consumer Price Index (CPI). Yet yields pointing lower!  Check out these important ratio charts below. If inflation…

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