Timothy Sumer

Lately, the US CPI has become solidly disinflationary if not a touch deflationary. Core. Ex shelter. Something to be concerned about rather than celebrated? Eurodollar University's Money & Macro Analysis Twitter: RealClearMarkets Essays: THE EPISODES YouTube: Vurbl: Apple: Deezer: iHeart: TuneIn: Castro: Google: Reason: Spotify: Pandora: Castbox: Podbean: Stitcher: PlayerFM: Podchaser: PocketCast: SoundCloud: ListenNotes: AmazonMusic: PodcastAddict: PodcastRepublic: DISCLOSURES Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the P

Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its interest rate stance for very long. The 5-year TIPS breakeven was once the epitome of the "inflation" panic, swelling to record highs during March 2022's shock crisis. And while the Fed continues to see inflation everywhere, that same market measure just hit a new multi-year low. Worse, it did so while more and more points to the fact time's up on deflation and recession. Eurodollar University's Money & Macro Analysis Bloomberg: ECB’s Lagarde Sees No Clear Evidence Core Inflation Has Peaked FOMC Transcript: August 5, 2008 ISM Manufacturing for May 2023 Twitter: RealClearMarkets Essays: THE EPISODES YouTube: Vurbl: Apple: Deezer: iHeart: TuneIn: Castro: Google: Reason: Spotify: Pandora: Castbox: Podbean: Stitcher: PlayerFM: Podchaser: PocketCast: SoundCloud: ListenNote

The very first warning wasn't eurodollar futures inversion back in December '21. In fact, it wasn't even the first inversion. This other one had been and from the very start it had told you how this all was going to play out. Yet, hardly anyone noticed or could interpret its valuable signal. That's because hardly anyone understands inflation. Especially the Fed. Eurodollar University's Money & Macro Analysis Twitter: RealClearMarkets Essays: THE EPISODES YouTube: Vurbl: Apple: Deezer: iHeart: TuneIn: Castro: Google: Reason: Spotify: Pandora: Castbox: Podbean: Stitcher: PlayerFM: Podchaser: PocketCast: SoundCloud: ListenNotes: AmazonMusic: PodcastAddict: PodcastRepublic: DISCLOSURES Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendat