Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its interest rate stance for very long.
The 5-year TIPS breakeven was once the epitome of the "inflation" panic, swelling to record highs during March 2022's shock crisis. And while the Fed continues to see inflation everywhere, that same market measure just hit a new multi-year low. Worse, it did so while more and more points to the fact time's up on deflation and recession.
Eurodollar University's Money & Macro Analysis
Bloomberg: ECB’s Lagarde Sees No Clear Evidence Core Inflation Has Peaked
https://www.bloomberg.com/news/articles/2023-06-01/ecb-s-lagarde-sees-no-clear-evidence-core-inflation-has-peaked
FOMC Transcript: August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf
ISM Manufacturing for May 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/
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DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
