Author Archives: Danielle Park

Spikes in agriculture, fossil fuels and housing (housing makes up a third of CPI) pushed inflation (a lagging indicator) in March to the highest reading in 40 years. Amid negative real wages, consumers have less cash for everything, and corporate … Continue reading →

The bond market has heard central bank hiking plans and abruptly repriced for it over the past six weeks.  As usual, stocks are slower to acknowledge reality.  Good review in this segment. Macro Maven’s Stephanie Pomboy in discussion with economist … Continue reading →

Gasoline prices leapt 45% over the past year, and the UN Food and Agriculture food price index, rose 34 percent to an all-time high in March (shown below since 2001). In the process, expectations for central bank rate hikes have … Continue reading →