Certainly the Fed has voiced more concern over inflation for public consumption that it has in previous years, so it's not surprising that markets would respond accordingly. It just really doesn't jive very well with the facts on the ground.
public facts concern inflation consumption
The yields indicate that markets aren't concerned about inflation or that they're confident that the Fed is on the job and will contain it. But there's some sort of subconscious, collective belief that sustained manageable inflation is too good to be true and eventually the other shoe will drop.
belief true good subconscious job confident inflation
It would be unhealthy for the Fed to get bogged down in an internal debate about the merits and demerits of inflation targeting if it prevented
debate inflation
The Federal Open Market Committee does not appear from any of its official statements or from the speeches and testimony of its members, to be concerned about excessively strong labor markets or the prospect of wage inflation
labor strong market open speeches testimony inflation
They'll be looking at the PPI with a real hard eye for what inflation is going to be
real eye hard inflation
The minutes appear to show a smaller degree of concern about inflation risks than some may have feared
risks concern inflation
If we think about the fundamentals, global growth is still good, business confidence is generally rising, inflation is close to target in most countries, central bankers are not talking aggressively.
growth business confidence good global talking rising close inflation
We've gone from a psychology a month and a half ago that the economy is growing too quickly, and the Fed is going to have to raise rates, to we're going to go towards a recession because the economy's slowing too quickly. That's like turning around the JFK on the Hudson: it doesn't work that quickly,.. So you get fear coming into the market -- it just changes its nature. The fear was inflation. Now the fear is earnings. And it's going to end up somewhere in the middle. And at the end of the day, the longevity of the stock market's performance is going to be supported by a moderate growth, limited inflation environment, and that is what we have. It's not going to be robust growth -- 5.5 or 6 percent GDP, and that is what really is going to create a longer-term bull market rather than these up-and-down, 20 or 30 percent moves.
environment growth work nature psychology fear growing end day market create economy performance longevity recession inflation
I tend to think of it as a macro-economic factor. The economy is growing well, there is really no inflation and the labor market has been tight everywhere, so you start to see some things show up, like the GM labor dispute. Unions get more aggressive.
labor growing start market things economy inflation
It seems we are going to be stuck with double-digit month on month figures, which means annual inflation will rise faster.
inflation rise
I think what the governor has done with the 08 million in price increases is a very important first step. It pays for about a 4 percent inflation rate. It helps us not to lose more money.
money lose price important inflation
[As for economies on the other side of the Atlantic,] there have been signs euro zone growth has peaked and inflation pressures coming through,.. That pinpoints the fact that there is far less dynamism across the euro-zone economies than in the U.S.
growth fact signs inflation side
During inflationary times, property counters can defend against inflation.
times property inflation
Investors may find it difficult to buy Treasuries as future monetary policy is data dependent. The inflation risk remains alive and the indicators ahead will probably support the view that economic growth is continuing.
growth future data risk support find alive difficult inflation view
When inflation goes up and uncertainty sets in, more people will buy gold and silver. It has less to do with demand for use like wheat and aluminum and more to do with fears.
uncertainty people gold fears demand inflation
Yields are set to climb as we see signs of inflation. Fukui's comments assured us he has not given up the plan to shift monetary policy.
plan signs inflation
Keeping rates near zero percent is creating concern among people in the market that inflation may speed up years from now. That's causing yields on long-term debt to jump.
speed people market concern creating debt inflation
The escalation of violence could be sufficient to slow down the economy's momentum. If there's full-scale war, it will increase the country's risk profile, further fuel inflation, and hit the currency and aid flows.
war violence risk currency aid inflation
I think this is a very good move by the central bank as it's anticipating the continued risk to inflation from higher oil prices and subsidies.
good risk oil inflation
If they are going to run a higher deficit, then they will have to resort to higher borrowings, pushing up interest rates and fueling inflation. Whenever there's inflation, spending on manufactured goods comes down.
interest run inflation
Rising inflation will exacerbate pressure on the central bank to raise interest rate again. The tightening policy will persist as the central bank tries to reverse the negative real rate.
real negative pressure interest rising inflation
Inflation isn't a concern in Taiwan. That will be a solid reason for the central bank to adopt a relatively looser monetary policy compared with the U.S.
reason concern inflation
Thailand has been more resilient to shocks since 1998, given the manageable inflation, low unemployment, more flexible exchange rate and increased international reserves.
inflation unemployment
Economists are just reacting to higher-than-expected inflation from food and ethanol this month. It shouldn't influence rate decisions because the pressure will fade.
food decisions pressure influence inflation
This year should be another good one for Asia. At the same time, inflation remains subdued.
time good asia inflation
Showing 276 to 300 of 612 results
You must log in to post a comment.
There are no comments yet.