Michael Ashton

E-PIPHANY

Contributor since: 26 Feb 2010

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• Call Off the Deflation Warning

  Published 08 January 2015 | viewed 0 times

  Today's column is a brief one, as I need to post a correction. Not a correction to my stuff, mind you, but to others. Pictures…

• Summary of My Post-CPI Tweets

  Published 17 December 2014 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can follow me @inflation_guy: 1y inflation swaps and gasoline futures imply a 1-year core inflation rate…

• A Busy Quarter - But Why?

  Published 11 December 2014 | viewed 0 times

  Serendipity often plays a role when I am considering a blog post. In this case, I wasn't even planning a post but was updating old…

• Growth-Sapping Effect of the Minimum Wage

  Published 10 December 2014 | viewed 0 times

  I just saw this interesting article in Econbrowser called "New estimates of the effects of the minimum wage." It is both good news, and bad…

• Summary of My Post-CPI Tweets

  Published 20 November 2014 | viewed 0 times

  Below is a summary of my post-CPI tweets. You can follow me @inflation_guy. CPI +0.0%, +0.2% on core. Above expectations. Core 0.203% before the rounding…

• Dollar Rally Does Not Demand Deflation - Duh

  Published 06 November 2014 | viewed 0 times

  There are many funny stories out about disinflation these days. The meme has gotten amazing momentum, even more than it usually does at this time…

• Summary of My Post-CPI Tweets

  Published 22 October 2014 | viewed 0 times

  The following is a summary of my post-CPI tweets. You can follow me @inflation_guy (or follow the tweets on the main page at http://mikeashton.wordpress.com) Core…

• Seasonal Allergies

  Published 15 October 2014 | viewed 0 times

  Come get your commodities and inflation swaps here! Big discount on inflation protection! Come get them while you can! These deals won't last long! Like…

• What Risk - Parity Paring Could Mean for Equities

  Published 09 October 2014 | viewed 0 times

  The stock market, the bond market, the commodities markets (to a lesser extent), FX markets - they are all experiencing a marked increase in volatility.…

• Why So Many Inflation Market Haters All of a Sudden?

  Published 25 September 2014 | viewed 0 times

  The inflation market offers such wonderful opportunities for profit since so few people understand the dynamics of inflation, much less of the inflation market. One…

• Ugly CPI

  Published 17 September 2014 | viewed 0 times

  Here is a summary of my post-CPI tweets. Complete shocker of a CPI figure. Core at +0.01%, barely needed any rounding to get to 0.0.…

• Meteorologists and Defenseless Receivers

  Published 15 September 2014 | viewed 0 times

  The stock market really seemed to "want" to get to 2000 on the S&P. I hope it was worth it. Now as real yields seem…

• Enter the Draghi

  Published 04 September 2014 | viewed 0 times

  While we wait for our Employment Report tomorrow, there is plenty of excitement overseas. The dollar continued to strengthen today, with the dollar index reaching…

• Back To School

  Published 03 September 2014 | viewed 0 times

  Back to school! It is the beginning of September, post-Labor Day, and students everywhere are back to school. It is the time of year when…

• Summary of My Post-CPI Tweets

  Published 19 August 2014 | viewed 0 times

  Below is a summary of my post-CPI tweets today. You can follow me @inflation_guy. Weak cpi: 0.1%, core +0.1%. Unrounded core was +0.096, so it…

• When In Doubt, Add a Parameter

  Published 15 August 2014 | viewed 0 times

  With heavy travel over the last week and looming over the next couple of weeks, I figured that I really ought to get an article…

• Fed Gearing Up to Stand Down

  Published 30 July 2014 | viewed 0 times

  I guess it's something about strong growth numbers and a tightening central bank that bonds just don't like so much. Ten-year Treasury yields rose about…

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

  Published 22 July 2014 | viewed 0 times

  Below is a summary (and extension) of my post-CPI tweets today. You can follow me @inflation_guy. CPI +0.3%/+0.1% with y/y core figure dropping to 1.9%.…

• Setting Up For a CPI Surprise?

  Published 21 July 2014 | viewed 0 times

  Heading into the CPI print tomorrow, the market is firmly in "we don't believe it" mode. Since the CPI report last month - which showed…

• Two Wrongs Don't Make a Right

  Published 15 July 2014 | viewed 0 times

  So, the Fed's tightening is almost done. Chairman Yellen informed Congress that a "high degree" of easing is needed given the slack in the labor…