Enduring Investments - Monthly Post-CPI Chartbook

Report

Enduring Investments

Michael Ashton

EUR 87.48 For Business Accounts Only

Monthly Post-CPI Chartbook

Chartbook summarizing and discussing this month's US CPI report.

11/08/2017 16 EN

Provider

Enduring Investments

Enduring Intellectual Properties Inc. (EIPI) specializes in the production of original research and analysis in the field of inflation and in the development and implementation of customized inflation protection strategies. EIPI is a subsidiary of Enduring Investments LLC, a US-based investment management firm that manages private funds and separate accounts. Through EIPI, Enduring Investments licenses its research, analysis, and strategies to institutional clients and asset managers who wish to utilize an Enduring innovation but handle implementation themselves.

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Analysts

Michael Ashton

Other Reports from Enduring Investments

Michael Ashton

Michael Ashton

Quarterly Inflation Outlook (Q4, 2017)

Executive Summary Little of relevance to inflation is likely to change at the Fed under a Chairman Powell, who has learned most of what he knows about monetary policy and macroeconomics in his few years since joining the Fed, from the Fed staff. The Fed believes the Phillips Curve is broken, but we give pretty convincing evidence that it is working just fine. The ‘AirBnB Effect’ turned out to be a mirage, just as all of the “internet is killing inflation” memes will, eventually. Technology advance is normal, even if every era we live in seems to bring something new and exciting. Bank cre...

PREMIUM

November 17, 2017 November 17, 2017 21 EN

Michael Ashton

Michael Ashton

Monthly Post-CPI Chartbook (Nov 2017)

Our monthly post-CPI Chartbook.

PREMIUM

November 16, 2017 November 16, 2017 16 EN

Michael Ashton

Michael Ashton

Quarterly Inflation Outlook (Q3, 2017)

Executive Summary Inflation isn’t dead. The rapid deceleration in core inflation that we have seen is caused largely by one-offs. Historically, the largest deceleration in core inflation we have seen since 1985 was a 1.87% deceleration in 1992; every deceleration of more than 1% since 1985 occurred during a recession that was already under way. Therefore, it is historically unlikely that these low readings will persist. Owners’ Equivalent Rent (OER) is merely returning to model; there is no sign of an extended deceleration in rental inflation. Inflation isn’t rising yet partly because ...

PREMIUM

August 16, 2017 August 16, 2017 24 EN

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Monthly Post-CPI Chartbook

Quarterly Inflation Outlook (Q4, 2017)

Monthly Post-CPI Chartbook (Nov 2017)

Quarterly Inflation Outlook (Q3, 2017)

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