Tag Archive: CPI basket

Great Graphic:US Rents and Core Inflation

2016-05-02

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2016-05-02

Shelter inflation in the U.S. is at 3.2% per year, but only 1% in Europe. It is 33% of the US CPI basket, but only 6.4% of the euro zone. This leads to massive distortions in CPI inflation, and to wrong bets of investors and FX traders.

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(2.3) Differences in global CPI baskets

china cpi basket
Typically poorer countries have a basket with a higher weight for food and other consumption goods, but richer states give them a smaller weight. Here the full details over different countries

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The Six Major Fundamental Factors that Determine Gold and Silver Prices

Gold and silver are the most complicated assets to price. Stocks, currencies, commodities mostly depend on their fundamental data, supply and demand. Gold and silver, however, are priced indirectly.

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Downwards and Upwards Drivers of Swiss Inflation

swiss cpi december
In the following we present the drivers of Swiss price inflation. We first present the components of the consumer price index. Then we explain which are upwards-drivers of inflation and which ones cause downwards adjustments.

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The Cost-Push Inflation Legend

cost push inflation, price level, real gdp


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Debt Reduction, the new Financial Cycle, an Important Driver of EUR/CHF

Swiss Debt and Deficit to GDP
In this analysis we describe why the long-lasting financial cycle of debt reduction is one key driver of the EUR/CHF exchange rate. We claim that EUR/CHF can rise more strongly only when the competitiveness of the European periphery increases. When this happens, then debt will be reduced and both public and private deficit spending will stop.

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15 Years of Bubbles, Busts and Failed Monetary Policy

the stock market and dot com bubble


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Switzerland in MoM deflation due to cheaper energy and clothes

2012-07-06

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2012-07-06

May CPI Switzerland
Slowing energy prices (MoM -4.2%) and seasonal effects for clothes and footwear (MoM -2.8%) drove Switzerland in a slight deflation on monthly basis again.

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