Consumer income and spending continued to power ahead in October
…increased a sharp 0.9% in September, and is up 3.4% YoY. This has a great deal to do with consumer disinflation and some outright producer prices deflation (note it has…
…increased a sharp 0.9% in September, and is up 3.4% YoY. This has a great deal to do with consumer disinflation and some outright producer prices deflation (note it has…
…goods production and transportation, the sharp deflation in producer costs and disinflation in consumer prices, including fuel, allowed sales to increase sufficiently for production to take only a minor hit….
…aggressive Fed rate hikes, in large part by commodity price deflation, much or most of which was triggered by the un-kinking of supply chains after the pandemic. That gale force…
…we have data on marketed units. The ones changing hands show sharply lower rental inflation. In some cases, indicators such as the BLS index for new tenants, actually show deflation….
…become well-behaved again, headline inflation should go below 3%. The Bonddad Blog Properly measured, consumer prices have been in deflation since last June – Angry Bear, by New Deal democrat…
…time in 11 months they were unchanged or actually declined, while the latter declined another -1.5%. On a YoY basis both are in outright deflation, as new car prices are…
…continue to point towards continued deceleration. With gas prices down for the month, energy showed -0.8% *deflation* and is down -4.0% YoY: The former problem children of new (dark blue)…
…is difficult enough. But Trump is talking about deflation, actual price drops. Those usually happen only during an economic downturn like a recession or a depression. Trust me, we don’t…
…declined for a long period, coinciding with disinflation and then even concerns about outright deflation. That period appears to have abruptly ended with the pandemic. All the signs are that…
…comes out of those entities. I do expect the US to go into recession due to deflation. If I were to make a guess, I believe we will have a…