Archive for November 15th, 2016

Deeper Analysis

Some Thoughts on U.S. Inflation

November 15, 2016

This note considers changing U.S. inflation over the past half century, using total consumer prices rather than core CPI or the consumer spending price deflator. For the purposes of a study covering decades, core CPI and headline CPI should in theory converge. Consumer prices were selected rather than the PCE deflator simply for easier access […] More

Foreign Exchange Insights and Next Week

Parsing Trump’s Economic Objectives and What Such Might Imply for the Dollar

November 15, 2016

The unanticipated victory of Donald Trump in the congressional coattails that secured a legislative body that is likely to broadly support his economic policy agenda represents substantial change in how key economic fundamentals are likely to evolve. Five objectives that will impact the dollar are Elimination of the trade deficit through protectionist barriers, U.S. energy […] More

New Overnight Developments Abroad - Daily Update

Post-Election Market Moves Trimmed a Bit

November 15, 2016

Sovereign debt yields and the dollar eased this Tuesday, one week after the U.S. election. Oil and gold rebounded. Stocks are mixed. Euroland GDP, British consumer prices, and Reserve Bank of Australia minutes were released. The German ZEW Institute’s monthly index of investor sentiment reflected a drop after the U.S. election. One Fed official, Lacker, […] More