Price of oil and Inflation: It’s complicated
https://alaricsecurities.com/blog/price-of-oil-and-inflation-its-complicated/
First Order Effect: Higher Inflation The crisis in the Middle East has pushed oil prices higher, and the dominant narrative is that this could reignite inflation. This is the so-called first-order, or direct, effect. Transportation ...
Inflation Expectations vs Breakeven Rates
https://alaricsecurities.com/blog/inflation-expectations-vs-breakeven-rates/
It seems that, one way or another, the Chairmanship of Mr. Jerome Powell of the Federal Reserve will come to an end, either through his scheduled retirement within a year or sooner, if Mr. Trump has ...
Gold as a Hedge Against Inflation: Reality Check
https://alaricsecurities.com/blog/gold-as-a-hedge-against-inflation-reality-check/
What the Numbers Say About Returns and Volatility As a trained statistician, I often get frustrated by how people misuse statistics or, worse, use them carelessly. These mistakes may look harmless, but over time, they ...