Chart of the Day: Smouldering Intensity
Fed Chair Alan Greenspan was a famous data maven, reportedly regaling his FOMC colleagues with arcane data series such as forklift truck sales in...
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Volatility's Return and the Rising Risk of Policy Error
With the US now set to have fiscal deficits in excess of 5% of GDP annually over the next 12 years, at a time when the public debt/GDP ratio is...
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Chart of the Day: Is the US Overheating?
The answer to this critical question for global investors is increasingly, yes! We already know that US final domestic demand boomed at an...
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Chart of the Day: US Inflation Turns Scary - Part 2
Just as last week's January CPI report showed a genuinely alarming acceleration in 'core core' CPI momentum with the Cleveland Fed's median CPI...
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Chart of the Day: US Inflation Turns Scary
US inflation has been flickering back to life for several months now. We have been consistently highlighting this ominous trend and identified the...
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