How Bad Is Inflation? Manure! That’s How!
Bloomberg reports that inflation is bad enough to impact the cost of synthetic fertilizers so much so that demand for animal manure is red hot. There are also alternative uses…
Key US Trading Partners: Inflation, Bank Rates and Pain
Friday’s 6.8 percent inflation rate for the U.S. has us thinking about the rise in inflation globally and we have been doing some research. Specifically, we were interested in finding…
JOLTS, UK Labor, and Food
Today’s theme is food and labor. We have reports from Campbell Soup that high labor costs are pinching profits and inflation doesn’t seem to be abating. United Natural Foods reported…
Brazil Central Bank Rate Raised to 9.25 Percent
Brazil economic data came out hot and heavy today. First, the central bank raised interest rates 150 basis points from 7.75 pct to 9.25 pct. Secondly, Brazil retail sales are…
Labor, Inflation, Immigration, Boomers – The Perfect Storm – 2022 thru 2030
The Wall Street Journal had an excellent article out entitled, “Companies Plan Big Raises for Workers in 2022” and the article essentially states what we already know, finding workers is…
It’s Official, Inflation is NOT “Transitory”
The big news today is a market sell off across most indices. The other big news is the big Powell quote: it’s a good time to retire that word and…
Japan Inflation
Economic data for Tokyo, Japan came out over night and we are a bit bewildered. It seem inflation is up in some areas but not in others. Let’s take a…
Brazil Inflation Continues To Climb
Economic data out of Brazil shows inflation continues to climb. Why is this important? Brazil is the 9th largest receiver of US exports. Approximately 3% of exports go to Brazil…
Mexico Retail Sales Down
Fresh economic data is like fresh fruit to a sailor! We need it to stop the scurvy. As we suspected, inflation is taking its toll on retail sales in Mexico.…
Is Gold An Inflation Hedge or Just Dead Metal?
In 1971, the value of gold was set to $35/ounce. This was also the year that President Richard Nixon took the U.S. off the gold standard. If you were worried…