Real Asset News LLC

The pressures behind inflation are multi-faceted... https://lnkd.in/eRVYpHUB

Douglas Cliggott's update on why the Fed's 2% inflation target is unlikely to be achieved... https://lnkd.in/g5ARVwwx

The narrative of falling interest rates took a serious hit this week https://lnkd.in/gTYMWzSN #inflation

Another “hot” CPI print Consumer prices continue to climb in the United States in the early months of 2024. The cost of shelter (red line in chart below) and electricity (blue line) are two areas of economic activity in our society where supply is not keeping up with growing demand. The result is their prices are rising faster than the overall consumer price index (green line). ??During the past 12 months, the CPI has increased by 3.5 percent while electricity prices are up 5.0 percent, and the cost of shelter has increased 5.7 percent. The electricity and housing shortages will take years, and a lot of investment dollars, to address.?And higher interest rates will hinder – not help – the process of increasing supply.?A medium-term inflation rate that averages around 2 percent is not looking like a realistic goal at the moment. ? ?Douglas Cliggott | Provincetown, MA | 11 April 2024 ?

Thank you to Brent R. Adams and Texas A&M University Mays Business School and Civitas Institute // The University of Texas at Austin for hosting and sponsoring the 2nd Annual The Cost of Money: Inflation or Deflation Symposium. It was a thoughtful and content rich conversation with great contributions from Douglas Cliggott, Britt Harris, Paul Rogge and Reid I'Anson.

Just a reminder that the 2nd Annual The Cost of Money: Inflation or Deflation Symposium is being held tomorrow afternoon at the Texas A&M University Mays School of Business. The symposium will start at 1:00. We look forward to seeing you there.

We are pleased to sponsor the second annual "The Cost of Money: Inflation or Deflation Symposium" on Friday, March 22, 2024 at the Mays Business School on the campus of Texas A&M University. Our speakers will include Britt Harris, Douglas Cliggott and Paul Rogge. Please join us for a spirited discussion about inflation, interest rates and growth in the year ahead.

Some perspective on growth, inflation and the Fed funds rate. The latest from Doug Cliggott at https://bit.ly/3wy3eE2

Ding Dong, Inflation's Dead...or is it? https://bit.ly/4bcwxvq An insightful read from Douglas Cliggott #inflation