Searched for: inflation
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  • Intraday Market Thought: Exactly what gold needs

    by Ashraf Laidi | Feb 17, 2022 20:38
    We know gold likes inflation, even during rising interest rates&....rate differentials, yet what about inflation differentials? Breakeven 2 year....6%, while 10-year breakeven inflation is at a more stable 2... plunging spread between 10 and 2 year inflation breakeven...It's another way of telling us that inflation will drop back in the longer term,....An inflation level that is high enough to eliminate..

  • Intraday Market Thought: BreakEvens Cool off with Metals

    by Adam Button | Feb 11, 2021 19:20
    BreakEvens Cool off with Metals Chart Just as inflation searches rose on Google, nominal yields....Recent inflation fears – including from Powell'.... the US CPI report and it showed core inflation flat in January compared to a 0...Headline inflation as also below consensus at 1... showed that traders are focusing in on inflation...is a pitfall and that an Increase in inflation readings in next few months "isn&....What was mildly concerning was that low inflation and dovish comments ultimately left..

  • Intraday Market Thought: 3 Takes on Gold's Response to CPI

    by Ashraf Laidi | Jun 10, 2022 18:17
    3 Takes on Gold's Response to CPI Chart US inflation hit a new 41-year high of 8...who say “gold is a hedge against inflation, therefore gold must rise” are.... the best reason) is that annual core inflation slowed to 6...But it may be telling us that inflation is starting to consolidate, when....with surging fuel prices, broad rise in inflation (food, transports, shelter and health)....Either outcome, should see inflation peak or pull down modestly, but not as....in gold? Let's consider breakeven inflation, which is the difference between....picked up fresh momentum two weeks ago, inflation expectations rose across the breakeven....Most specifically, 2-year breakeven inflation has accelerated its pace of advance....between near-term and longer-term inflation expectations, I plotted the 10-2..

  • Intraday Market Thought: BOC To Set the Tone Again

    by Adam Button | Jun 9, 2021 14:18
    BOC To Set the Tone Again Chart emphasize patience and transitory inflation, something that could also ripple.... statement that could reverberate is on inflation...The latest BOC statement said “inflation is expected to rise temporarily to....the central bank “expects CPI inflation to ease back toward 2 percent over the.... be dovish as they underline temporary inflation and confidence to look beyond it.

  • Intraday Market Thought: EM Tightening & Inflation Perspective

    by Adam Button | Jun 25, 2021 11:25
    EM Tightening & Inflation Perspective Chart As the focus broadens on inflation in the developmed markets space, some.... highlighted the ongoing debate on inflation risks...pushed back on speculation that higher inflation will lead to rate hikes in their rate....difference of opinion on how transitory inflation will be... ahead will be on the developments in inflation...The consensus is for headline inflation at 3.

  • Intraday Market Thought: Transitory Doubts Creep In

    by Adam Button | Jul 15, 2021 18:50
    stuck to the script on transitory inflation but caveats are creeping into their.... out risk assets by repeating that inflation will ease...market continue to struggle with the inflation question and that was evident in....The bravado about transitory inflation forecasts has been replaced by an.... bottlenecks will prolong temporary inflation, prompting tighter vigilance...POWELL said recent prints on inflation were unexpectedly high but that the..

  • Intraday Market Thought: From ECB Market Rebuff to PCE

    by Adam Button | Oct 29, 2021 12:43
    Christine Lagarde's transitory inflation narrative...index, the Fed's preferred measure of inflation is due up next (see more below).... into separate camps regarding inflation... Bank of Canada, which hiked its 2022 inflation forecast by a full point to 3...to plague market participants is inflation and we get the latest numbers for the....3% y/y inflation rise and 3.

  • Intraday Market Thought: Real Yields are a Real Problem

    by Adam Button | Nov 10, 2021 13:05
    at the moment is the ongoing drop in inflation-adjusted bond yields and how it points....That difference reflect average inflation of 2...Should inflation normalize at 2...That's something that would imply lower inflation and boost real yields... could push higher on sustained high inflation and crush outright bond longs...Core m/m inflation is expected at 0.

  • Intraday Market Thought: Powell needs more Inflation at what cost?

    by Adam Button | Feb 10, 2021 18:46
    Powell needs more Inflation at what cost? Chart Powell needs and wants more inflation, but will it be at the cost that bond....say something along the lines of "Inflation is moving in the right direction but....likely lead to a period of above-target inflation... they punched in the face with rising inflation...We have no doubt that inflation will be the dominant market story in.... economy affected less by the pandemic, inflation isn't a problem.

  • Intraday Market Thought: 4 Helpful Charts

    by Adam Button | Feb 17, 2021 17:24
    on Tuesday without hearing the worlds 'inflation' and 'reflation' but the Fed continues....Daly saying “unwanted” inflation is not a practical risk and that fear....We'd argue that real inflation could unchecked by a complacent Fed..
 
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