Richard Yamarone
Richard Yamarone
advancing afford economy err fed inflation mistake overdoing pause refrain side
The Fed may pause ... but I think that would be a mistake. With the economy advancing at such a torrid pace, the Fed can afford to err on the side of overdoing it. ... The mistake would be to refrain from combating inflation pressures.
driven fed funds higher hike inflation oil people raising rate stop threat
There's only so much a Fed rate hike can do to thwart an inflation threat that's predominantly driven by oil prices. Raising the fed funds rate won't stop people from speculating about higher oil prices,
affect building general inflation longer matter mistake pressures price start
Make no mistake about it. Inflation is building in the pipeline. It is no longer a matter of if, but when, those price pressures will start to affect the general price level.
bankers bottle central cork fed firmly genie history inflation sneak tells
History tells us that the Fed has always overshot its tightening goal. Central bankers like to know the cork is firmly implanted in the bottle so that the inflation genie doesn't sneak out.
along cannot economic generally increased inflation pass periods problem producers simply
Inflation is not a problem and generally isn't during periods of economic weakness, ... This is simply because producers cannot pass along increased prices.
anywhere fantasy found good inflation oasis
There's no inflation anywhere to be found in the U.S. economy, and that's good for bonds. It's more than an oasis of prosperity, it's more like Fantasy Island.
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Every piece of economic data we have received over the last six weeks is showing signs of higher inflation that threatens to erode economic growth. The after-shocks of the hurricanes may be longer and deeper than many now believe.
inflation pressures subdued
Inflation pressures are rising, but at a subdued pace.
expecting fed higher ill inflation looks onward prices quick rate
Higher prices are back, which bodes ill for those expecting a quick end to Fed rate hikes. It looks like inflation is going onward and upward in the first quarter.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it. As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
begins economy engine expected growth remain running suspect trend
It's not really that shocking; we kind of expected it, ... As the economy begins to moderate, we'll get these sporadic spurts of growth -- like an engine running out of gas. We suspect the trend will remain moderation.
economy fed hikes hit market measured move pace soft
The Fed is going to move at its gradual, measured pace because we've hit an oil-induced soft patch, ... Fifty-basis-point hikes are not right when the economy is skittish and market is jittery about oil.
creation fed foot increasing job problem signs stellar
The big problem now is what does the Fed do with this. How does the Fed take the foot off the brake when you have stellar job creation and signs of increasing inflation?
hike rate
Another rate hike is all but a done deal.