On balance, the #PPI data substantially strengthens the case against a hike. The underlying productive economy of the #eurozone shows no #inflationary dynamic whatsoever.

Consumer Spending, Engine of the U.S. Economy, Is Under Strain

Trump's economy. Tariff wars and real war. #Inflationary

Consumer Spending, Engine of the U.S. Economy, Is Under Strain www.nytimes.com/2026/04/10/b...

Bloomberg: #Investors are going into today’s report on #consumerprices hedging against more #losses in #Treasury #bonds, fearing an #inflationary rebound spurred by last month’s #oilprice surge.

But GS Research thinks those #inflationary concerns are likely to prove overstated given the risks to #growth and likely upward pressure on #unemployment rates.

Original post on sfba.social

And the absurd thing is that if we had taken meaningful #ClimateAction we could have avoided all this.

The fertilizer dependency on oil & gas? Well, we know how to make fertilizer without it.

The price of gasoline and diesel? #ElectricTrain networks work! We can electrify most (probably all) […]

2 Bloomberg: The Bloomberg #Dollar Spot Index’s 2% gain in March has scrambled Wall Street’s playbook for the world’s dominant #reservecurrency. It also risks adding to #inflationary pressures around the world by making oil and food crops — denominated in dollars — even more expensive for importers.

Using a standard macroeconomic model, we find that news about future #AI -driven #productivity gains creates immediate #inflationary demand pressures that warrant a timely monetary policy response, @stlouisfed.bsky.social www.stlouisfed.org/on-the-econo...

In the Iran war, good news is bad news for oil, Canada and our future The longer the conflict continues, the more it’s looking like an act of economic self-harm by the U.S., and Canadians will be collateral damage

“ #OilandGas account for about 1 per cent of #American #GDP, and some 7 per cent in #Canada; any gains that will arise in those relatively small sectors will be more than offset by the #inflationary effects in the rest of the #economy.” www.theglobeandmail.com/gift/24ca038... 🎁🔗

« …. our normal demand-side monetary policy may not be able to ameliorate an #AI -caused #unemployment spell without also increasing #inflationary pressure», chart #Fed Gov Lisa Cook
www.federalreserve.gov/newsevents/s...

2 Desjardins: While #energyprices provided a significant drag, #inflationary pressures looked to be easing across a host of other categories too.
#CPI #usecon

A sluggish #labor supply growth should help cap the #unemployment rate. All this limits the need for early #Fed easing, giving policymakers more time to assess the #inflationary impacts of #tariffs - chart #JPMorganAM

A Wonkish Note on Tariffs and Inflation There isn’t really a puzzle here

“ …underestimate, because the #tariffs have discouraged #imports, which means that their impact on prices should have been larger than their impact on revenue.
But the revenue still serves, as I said, as a first-pass estimate of how much #inflationary impact we’d expect — around 0.8 percent..

Research in #Sydney confirms what economists knew all along:

Once you install an Urban Growth Boundary you skyrocket the value of land within the boundary.

The action, which is often taken on a rationale of #sustainability or exclusion, is inherently #inflationary.

#planning #sprawl #zoning #UGB

India's retail inflation rises to 1.33% in December Urban inflation rose sharply to 2.03% in December from 1.4% in November,

#Inflationary trends diverged across regions. Urban inflation rose sharply to 2.03% in December from 1.4% in November, while rural inflation firmed up to 0.76% from 0.10% over the same period.
www.newsinc24.com/business/ret...

Sticky Bun got into a special type of pokepuff that may or may not have.. side effects..🎈
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#pokemon #pokesona #inflation #expansion #fatfur #pokemonart #inflationary

Any time the money supply increases even if its through higher wages and low unemployment you'll have additional #inflationary pressures on the #economy. Stagflation is the worst because you have inflation without wage growth or anemic #economic growth as a whole that can be death spiral Ala 1970s.

The Best Economics Books of 2025 The economic challenges we face today aren't the result of temporary shocks but structural changes that we need to grapple with, argues Jason Furman, a professor at Harvard and formerly the chief econ...

“ #Rogoff argues that the era in which the #dollar enjoyed unquestioned dominance alongside broad #global stability may be fading, and that erosion could bring more frequent or severe crises— #sovereigndebt problems, #inflationary episodes, and #financial #instability” fivebooks.com/best-books/t...

EM CBs acted aggressively post #Covid19 to contain #inflationary pressures. #Bond investors are now reaping the rewards of these decisions, with EM #debt offering a significant real income pick up relative to DMs - chart #JPMorganAM

OE Research expects downward pressure on #freight rates to continue through 2026, so the risk that #supplychain stress becomes #inflationary is small, notes #OxfordEconomics

Well there goes the BS about #tariffs being a #tax paid by other countries. #America will be able to afford a cup of #coffee again….#Trump u turns under #inflationary pressure

#China's #overcapacity

And the #impact

#Deflationary or #Inflationary?

acemaxxanalytics.substack.com/p/chinas-ove...

Federal Reserve cuts interest rates by 0.25% for second straight meeting, 2 officials vote against move as shutdown challenges mount The Federal Reserve on Wednesday cut interest rates by 0.25%, the second straight policy meeting in which it has eased monetary policy.

#Fed Federal Reserve again cuts rates while the stock market is at all time highs. This is #INFLATIONARY.

We are already seeing the Trump inflation from trade wars. This action will accelerate inflation.

I guess the voters wanted even higher beef prices, eh?

finance.yahoo.com/news/federal...

The weaker #labor market has also helped mitigate #inflationary pressures. Due to the recent federal Govt #shutdown, @BLS_gov has not released its monthly #employment report for Sept 2025,
chart @sffed
www.frbsf.org/research-and...

6/8
While the overall #inflation rate sits at 1.9 per cent, the Bank of Canada is finding comfort in its core measures, which have shown easing growth in recent months.

"At this point, #inflationary pressures look a little more contained," Macklem noted.
#InflationRate #BankOfCanada

The #inflationary effects of US #tariffs may complicate forecasts for incremental US dollar liquidity. US inflation #swaps imply a peak in #inflation within the next year, suggesting the tariff impulse will prove short-lived, chart #MorganStanley

2 CIBC: Overall, the report shows that core #inflationary pressures are still running hotter than what's consistent with the #Fed's target while #consumers are still enjoying healthy #income gains and a pace of spending despite higher #prices. #usecon #inflation #Fed #PCE

The net result is there is more to the #inflationary story than meets the eye. While #Fed will likely succumb to cutting pressure in Sept, investors should realize that the trajectory for interest rates may not be as aggressively dovish as recent data suggest, chart #JPMorganAM

Moreover, with #tariff policy still unfolding and its #inflationary impacts just beginning to materialize …

#equity income solutions have historically delivered superior returns while offering some protection during macro shocks. In the US, high-#dividend stocks have outperformed low-dividend stocks by 2% during #inflationary periods and by 11% during #recessions - chart @goldmansachsbank.bsky.social