Inflation numbers aren't fudged and at 3.1% core, and rising, Dr Lacalle is missing something. It's job numbers that are odd, everyone knows that.

The Fed Models Were Wrong About The US Economy

Oh, I think that it is a little naive to seek a scapegoat in Trump for what is demonstrably a significant cultural issue. I consider him to be a mere pawn in the greater scheme of things - he was at the right place at the right time. There is much ...

Larry Ellison is $110 billion richer after blowout Oracle earnings report

"if they are serious about ending the war in their own backyard, they need to join us and impose meaningful tariffs" Reading this makes me feel a bit grubby for a couple reasons. "if you are serious...you will do as I say, and no correspondence will ...

U.S. Treasury calls on G7, EU to impose tariffs on China, India over Russian oil purchases

People are entitled to make certain assumptions based on the evidence available. Should this be an obvious sensitive trigger point for you may I suggest that you make it clear in your profile and other words you write that despite living and trading ...

US Consumer Price Index - August 2025

You may or may not have a point. But these days I only respond meaningfully to registered people.

US Consumer Price Index - August 2025

I've been observing from afar and thinking that for quite some time (even before the Trump MAGA thing) but have not dared say it. Think fragile - the opposite of Taleb's anti-fragile. edit - and now I read Van's comment above this which provides a ...

Larry Ellison is $110 billion richer after blowout Oracle earnings report

I agree on taxes on some specific things like fuel. A litre of unleaded in Australia is around $2 depending where you live, which is still probably cheap compared to Europe. Geography is quite different in the USA (and Australia) than Europe. Vast ...

US Consumer Price Index - August 2025

Why not do some rough figures? It's pretty easy, you don't need to pay a consulting firm a million bucks to get an idea. Annual consumption of goods and services is perhaps 20 trillion per year in the USA. You say 20%. Let's make it 10% so it is ...

US Consumer Price Index - August 2025

CPI excluding food and energy 3.1%. Just sayin'

US Consumer Price Index - August 2025

I'm not a betting person. I would never lower myself to such a vacuous hobby, because I'd be invariably wrong. So, if I said that I wouldn't be surprised to see CPI to come in under expectations, even I wouldn't take any notice of myself.

US CPI Preview: Could a Cool CPI Put a 50bps Fed Cut in Play?

That's a bold statement. Anyway, are you implying that conditions now and in the foreseeable future are currently not so good? Actually, you have the causation direction the wrong way around, and it is pertinent that you use quotation marks to ...

US Treasury Auction Results

It generally doesn't happen, but let's pretend for a moment, and I'll come back to dumping. As has been conveyed here too many times to remember, it is to maintain market share. This is not sustainable of course, unless there is the opportunity to ...

US Producer Price Index: Wholesale Inflation Unexpectedly Falls in August

Trump may have had similar policies for all his casinos that went bankrupt. I'm beginning to understand.

US Producer Price Index: Wholesale Inflation Unexpectedly Falls in August

As part of my job in a previous life I interviewed psychiatric patients who were due to go in front of the board for consideration of release (a bit like parole). They knew all the "right" answers.

Trump Fed nominee Stephen Miran advanced by Senate Banking committee, tees up final vote

This is why I asked, and I still don't understand your explanation. If tariffs are included in the cost of production, why did the PPI actually fall in August?

US Producer Price Index: Wholesale Inflation Unexpectedly Falls in August

What Trump policy influences domestic cost of production?

US Producer Price Index: Wholesale Inflation Unexpectedly Falls in August

I'll say!! Hardly anyone noticed. I think every country on earth should follow Trumps example, but maybe spice things up a bit just to make things interesting. You know, be a bit unpredictable and ad hoc. Each country make a little formula of their ...

Potential Trump tariff refund bill could top $1 trillion as Supreme Court fight looms

From the article - With tariffs, we are a rich nation; without tariffs, we are a poor nation,” Sauer wrote. See, that is just blatant propaganda. An obvious lie on so many levels. I am happy to explain why if anyone isn't sure why. It trickles down ...

Potential Trump tariff refund bill could top $1 trillion as Supreme Court fight looms

Yeah. Some people are just smilers, whatever they are talking about. I'm sure they don't mean to. It irks me a bit. Here we had a bloke who was a newsreader presenter who was a bit of a smiler. He was good, but he couldn't last very long presenting ...

Hassett: Fed monetary policy must be entirely independent from political influence, including...

Yeah. On reflection, I don't get it. Suitably unbecoming. I've witnessed people snapping on the trading desk, like when they've dropped a few million or whatever for no good reason and something breaks and words are spoken that are regretted, and so ...

‘I’m Gonna Punch You in Your F--king Face’: Scott Bessent Threatens an Administration Rival