inflation

Sharply falling

• LRLance RobertsSharply falling Expects the long-term trend to remain disinflationary for the economy because of costs and deficits. “la tendance à long terme est toujours désinflationnaire à long terme pour l'économie, à cause des coûts, à cause des déficits” ▶ 25:26 Value Stocks Set To Outperform Tech Into The End… · 10 Oct
• MMMike McGloneSharply falling Sees post-inflation deflation as the next big trade, expecting inflation to give way to deflation. “I do think post-inflation deflation will be the next big trade” ▶ 32:22 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct

Falling

• LALucio ArrochaFalling Expects Argentine inflation around 20% next year, down from roughly 30% this year. “We are talking about 30% this year, last print. And we are expecting around 20% into next year.” ▶ 7:34 Argentina's Bonds Price 2027 Election as Grain W… · 12 Oct
• JSJames StanleyFalling Expects the Fed to get inflation down first before it can pursue another round of QE. “Can't do QE when you have inflation at three points. Got to get inflation down first.” ▶ 10:32 Nvidia Bearish Engulfing Spells Bubble Trouble f… · 12 Oct
• DPDanielle ParkFalling Expects higher rates to bring more disinflationary pressure, deflation in some things and disinflation in others. ▶ 6:57 High Yields To Pull Asset Prices Down | Danielle… · 11 Oct
• ATAdam TaggartFalling Expects disinflation over this period, absent the Iran war's oil price increase. “Si l'inflation est désinflatée durant ce temps, il y a une bonne chance que ce soit le cas” ▶ 46:01 Value Stocks Set To Outperform Tech Into The End… · 10 Oct
• JIjim iuorioFalling Expects the disinflationary force of AI to eventually win out over the inflationary AI build-out, with inflation cooling. ▶ 48:35 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct

Steady

• JBJavier BlasSteady Sees inflation high and rising but in the 3-3.5% range, nothing like 2022. “Inflation is high and rising, but between three, three and a half percent” ▶ 6:25 Why Oil Hasn't Hit $200—and What Happens Next | … · 14 Oct
• WRWolf RichterSteady Expects inflation to stay up in the 3-5% range rather than return to 2%. “It's going to stay up there in that range.” ▶ 5:40 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
• NSNatalie Scott-GraySteady Expects inflation to stay sticky, keeping central banks hawkish. “following sticky inflation readings of late” ▶ 0:00 Base Metals Tighten as Zinc Smelters Now Pay to … · 11 Oct
• ADAdrian DaySteady Expects inflation to remain very stubborn, with the Fed intent on bringing it down to 2%. “you've got very stubborn inflation and you've got a fed that has said but they intend to make that their priority” ▶ 19:36 1987 Black Monday Repeat: How Close Are We? | Ad… · 8 Oct

Rising

• CDCameron DawsonRising expects inflationary pressure from food and energy may spread into other areas, pushing inflation up. ▶ 12:30 AI Stocks Crack, Yields Fall, Defensives Surge; … · 14 Oct
• GWGary WagnerRising Expects inflation to rise, driven by elevated crude oil prices. “if oil begins to move up tremendously, move out of ranges that it's been in, that's very inflationary” ▶ 10:56 Gold Pivot At $4,000: Bottom Or New Bear Market?… · 9 Oct
• FRFawad RazaqzadaRising Expects higher oil prices to feed into inflation, keeping inflation persistent. “Higher oil prices risk feeding into inflation” ▶ 1:20 Pound for Pound, the Dollar Wins the Brent Crude… · 9 Oct

Sharply rising

• SHSteve H. HankeSharply rising Expects inflation to stay elevated and run above target because broad money supply growth (Divisia M4 at ~7.5%) exceeds the ~6% golden growth rate. “the inflation genie is clearly out of the bottle” ▶ 3:02 Hot Inflation Shocks Markets: The Worst Is Still… · 14 Oct
• MHMichael HowellSharply rising Expects monetary inflation to run at 7%-8% per annum, with underlying high-street inflation around 5%-6% — a steady rate of higher inflation, not hyperinflation. “We're in a regime where monetary inflation, if you like, is going to be running on at rates of maybe 7% to 8% per annum.” ▶ 8:52 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
• PSPeter SchiffSharply rising Expects inflation to keep rising faster than rates, potentially to 10-15% a year. “I actually think inflation is rising faster than rates. And I think that's going to continue.” ▶ 20:07 Peter Schiff & Grant Cardone Debate Housing Cras… · 11 Oct
• RDRichard D. WolffSharply rising Expects US inflation to rise further, saying the biggest impact is yet to come as oil prices push through. “the inflation isn't going away and we haven't begun to see it because the biggest impact on inflation is about to come” ▶ 21:13 Oil Crisis Escalates: When Does Iran War End? | … · 10 Oct
• CMChris MarcusSharply rising Expects consumer prices to rise more than they already have, making life harder for many people. “stuff is going to be costing more, because prices are going to go up. They're going to go up more than they have gone up” ▶ 32:42 CHRIS MARCUS | The shackles are breaking off the… · 10 Oct
• LGLuke GromenSharply rising Expects inflation to run hot as the only viable way out of the U.S. debt problem, citing 8-12% inflation in the COVID episode. “The inflation is the only way out. It's the only way out.” ▶ 3:44 Does the Administration believe they can inflate… · 8 Oct