Michael Ashton

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Contributor since: 26 Feb 2010

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• Not So Fast on the Trump Bull Market

  Published 01 December 2016 | viewed 0 times

  **NOTE - please see the announcement at the end of this article, regarding a series of free webinars that begins next Monday.**   Whatever else…

• Who Keeps Selling These Free Options?

  Published 23 November 2016 | viewed 0 times

  It seems that recently I've developed a bit of a theme in pointing out situations where the market was pricing one particular outcome so completely…

• Summary of My Post-CPI Tweets

  Published 17 November 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• Can't Blame Trump for Everything

  Published 15 November 2016 | viewed 0 times

  So much has happened since the Presidential election - and almost none of it very obvious. The plunge in equities on Donald Trump's victory was…

• Brexit and Trump and Free Options

  Published 09 November 2016 | viewed 0 times

  As the evening developed, and it began to dawn on Americans - and the world - that Donald Trump might actually win, markets plunged. The…

• Why Are Inflation Expectations Rising?

  Published 02 November 2016 | viewed 0 times

  A persistent phenomenon of the last couple of months has been the rise in inflation expectations, in particular market-based measures. The chart below (source: Bloomberg)…

• How Obama Helped Trump Win the White House

  Published 27 October 2016 | viewed 0 times

  At this writing, Presidential Candidate Donald Trump is trailing Hillary Clinton in most assessments of the political map. While it is much closer than the…

• Summary of My Post-CPI Tweets

  Published 18 October 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• Inflation Dogma Dies Hard

  Published 14 October 2016 | viewed 0 times

  It has been a busy week, if short. We found out this week that there is pressure on the doves at the Federal Reserve, the…

• Why Does the Fed Focus on a Flawed PCE?

  Published 03 October 2016 | viewed 0 times

  On Friday, I was on Bloomberg TV's "What'd You Miss?" program to talk about the PCE inflation report from Friday morning. You can see most…

• Even With a Crisis, No Deflation Coming

  Published 28 September 2016 | viewed 0 times

  Recently I've been thinking a lot about what might happen in the event of a banking crisis redux. While I'm not very concerned about US…

• Japan Is Doomed. Again

  Published 21 September 2016 | viewed 0 times

  Japan is doomed. Again. A couple of years ago, the Bank of Japan began to pursue QE, with the intention of doubling its money supply.…

• Do Shortages Cause Lower Prices?

  Published 19 September 2016 | viewed 0 times

  This is a quick post this morning because it is rainy and I am grumpy and feel like complaining. Over the weekend I saw a…

• Summary of My Post-CPI Tweets

  Published 16 September 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• Reforming Priors and Re-Forming Europe

  Published 08 September 2016 | viewed 0 times

  By now, you have probably heard that the sun did not set on the British Empire as a result of BrExit. Here is one chart…

• Need a Jedi to Blow Up the R-Star

  Published 06 September 2016 | viewed 0 times

  I haven't written an article for a couple of weeks. This is not entirely unusual: I have written this commentary, in some form, since about…

• Summary (and Extension) of My Post-CPI Tweets

  Published 16 August 2016 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can (and should!) follow me @inflation_guy or sign up for email updates to my occasional articles…

• The IMF Tries to Cause Japanese Unemployment

  Published 15 August 2016 | viewed 0 times

  It is rare that I write early on a Monday morning, but today there is this. A story on Bloomberg highlighted the pressure that the…

• August, Productivity, and Prices

  Published 11 August 2016 | viewed 0 times

  I really don't like August. It's nothing about the weather, or the fact that the kids are really ready to be back in school (but…

• Shooting Blanks

  Published 02 August 2016 | viewed 0 times

  Almost eight years after the bankruptcy filing of Lehman Brothers and the first of many central bank quantitative easing programs, it appears the expansion -…