Non-Transitory Inflation and Falling Interest Rates

47
Tue, Nov 9, 2021 - 9:38am

No that's not the world's longest oxymoron. Instead, it's what we have again today following the latest update on producer prices in the U.S. So why in the world would this be happening? Why would bond traders suddenly be buying as if the "Fed Put" was still in place? Well, if you've been following along here at TFMR over the past few days, then you likely know my answer.

So let's get right to it. Here are your latest Producer Price numbers. Do you see any "transitory" numbers here or do you see persistent and worsening inflation leading to stagflation?...

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Key Economic Events Week of 5/23

5/23 12:00 ET Goon Bostic
5/24 9:45 ET Markit Flash PMIs May
5/24 10:00 ET New home sales
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5/25 2:00 ET May FOMC minutes
5/26 8:30 ET Q1 GDP 2nd guess
5/27 8:30 ET PCE and Core PCE
5/27 8:30 ET Personal Inc and Spending
5/27 10:00 ET UMich 5-yr Inflation Exp.

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