TMI Snapshot: Update on Text-Mined Inflation Indicators - Supply Disruptions & Crude Push BEs Higher
Positive sentiment on the Fed's stated objective of allowing inflation to "run hot," combined with supply shortages and a crude rally suggest...
389 Views
TMI Snapshot: Fed Tapering Talk Surge - Our Data Says This Is More About Inflation Vs. Asset Bubbles
Talk of Fed tapering or withdrawal of accommodation has surged 3x STDEVs, the most since 2018. Our data suggests this has more to do with the...
294 Views
TMI Snapshot: Update on Underlying Inflation Expectations from Our Text-Mined Indicators
Our indicators have seen notable inflationary bias since the elections, but not to the extent reflected in breakevens, which seem be discounting a...
314 Views
TMI Snapshot: Update on Text-Mined Inflation Indicators & How They Line Up With the Value Rotation
A nearly "V-shaped" recovery in the momentum of inflationary/reflationary expressions in the global media has played out since late October, but...
302 Views
Warren Clearly the New Front-Runner, as Trump Hurts Biden with Hunter Controversy
The 4th Democratic presidential debate left Elizabeth Warren (well to the left of George McGovern, who lost all but one state to Nixon in 1972) as...
352 Views