Tag Archive 'deflation'

Whither Inflation?

Lance on Sep 17 2009 | Filed under: Uncategorized

American Public Media’s Paddy Hirsch does a good job of breaking down the deflation and inflation risks we are facing. I think he ends up discussing the likely outcome. Deflation, or at least very low inflation, for the next 2-3 years followed by accelerating inflationary pressures for the next 5-7 years.

Inflation from Marketplace on Vimeo.

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Green Shoots and Brown Weeds

Lance on Jun 19 2009 | Filed under: Currency, Dollar, Economic Indicators, Economics, Employment, Federal Reserve, Government policy, Housing Market, Inflation, economy

We conducted our first webcast last week, an update on the housing market, unemployment and the economy. We had a couple of technical issues which were a bit distracting, and we need a new microphone, but all in all a fair overview of the economy which was well received by those who attended. The webcast [...]

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European Banks: Too Optimistic?

Lance on Nov 17 2008 | Filed under: Economics, International Equities, Risk

Given the carnage in the banking sector overseas it seems pretty hard to justify the idea that people are too optimistic about any financial sector or group overall, but maybe markets still are? Let us forget the specific problems we have been discussing about European financials including them being even more leveraged than here in [...]

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Inflation or Deflation?

Lance on Jan 24 2008 | Filed under: Economics, Federal Reserve

Contra David Merkel, Amity Schlaes says a choice can be made, and Bernanke’s worry should be inflation.
Update: David left me a comment, so I am going to include it, and my response:
I’m not saying regulators won’t be forced to make a choice, or what that choice might be. My opinion on what should be done [...]

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