Company Research

The Disinflation Issue Lots of disinflation news this week. Disinflation means a reduction in the rate of inflation. Prices are still going up, but at a slower rate. The data doesn’t paint a perfect picture, and we’ll elaborate in the “Things” below. We also have some new information on the year’s best antitrust case, and … Read more

The It’s All About the Employment Report(s) Issue This week, we get conflicting employment reports implying again that more people have taken second and third jobs part time jobs. China announces weak manufacturing data. The Federal Reserve is about to present Japan with a big problem. Finally, we take on the question of whether inflation … Read more

The Higher for Longer Part II Declared Jerome “The Hammer” Powell Issue Fed Chairman, Jerome Powell, continues to hammer home his “higher for longer” mantra regarding rates. The pivot will come eventually, but no time soon. The economy is showing surprising strength, and while there is still some ambiguity to the data, the nightmare economic … Read more

The Higher for Longer and Jerome’s not Kidding Issue Jerome Powell tells the “pivot people” higher for longer. We’ve been seeing inconsistent economic data turning more negative. DKI Board Member Mish Shedlock illustrates this point and Michael Gayed warns about the possibility of another round of stagflation. DKI agrees with both of them. Charlie Biello … Read more