Relevant and even prescient commentary on news, politics and the economy.

You searched for: label/deflation

Eurozone saga…what’s up?

…internal deflation mechanism to spur export growth, only the “zone” as a whole really benefits, not any one country. WIHTOUT a massive surge in export-driven GDP growth no “zone” country…

Stock Market PE

…entire market is unlikely to change rapidly, so I feel comfortable with this approach. If the economy is in a Japaneses deflation trap of course the trend earnings would be…

Inflation and Expectations

…sign of that changing. There has been deflation since the beginning of 2009. People still believe the Fed target can be hit. Combining those last two leads to another clear…

Just Kill Me

…conceivable that the headline writer might be sophisticated enough to know that a tiny bit inflation is good for the economy and way better than deflation, but my working hypothesis…

The Fed and pumping money into the economy

…a booming economy in the near future. Another reason for the Fed to pump money into the system is the CPI – right now, deflation seems to be a bit…