Category Archive: 5.) Global Inflation

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Will wage inflation stop the stock market rallye?

wage inflation United States
Stock markets can only improve if sales increase more than the costs of the companies. Wage inflation describes the development of the major component of company costs. Torsten Sløk of Deutsche Bank describes the development of American wages

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Global Inflation Spikes Up, Are You Sure About What You Are Doing Mr Draghi?

2014-06-04

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2014-06-04

global inflation
  The European Central Bank (ECB) has the habit of reacting late. As seen in July 2008 and July 2011, the ECB is often the last major central bank to hike rates. They hike rates at the moment when others prepare for a recession or a significant slowing. Currently we are witnessing the opposite movement: The world is getting … Continue...

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The Great Disinflation Continues, How Wonderful!

Great Disinflation
Recently investors moved out of bonds in the expectation that inflation will rise soon. But strangely inflation rates have continued to fall. The great disinflation continues.

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Don’t Worry, Inflation Will Come Back! It is already there; just not where you might live!

We name the main drivers of disinflation and manipulators of the CPI: Markets, central banks, investors, governments, statisticians, ageing, entrepreneurs, global competition, and last but least the euro.

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IMF World Economic Outlook

2012-10-10

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2012-10-10

Recession Deflation Danger IMF World Economic Outlook
Alexander Gloy is founder and president of Lighthouse Investment Management       The IMF’s (International Monetary Fund) “World Economic Outlook”, a slim 250-page piece, came out. Some excerpts: Substantial reductions in estimated output (GDP) growth for 2013 for all major countries:   Unemployment in the Euro-Area (“EA”) is now expected to rise above the level …

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