Category Archives: Inflation

Comparative History: 2012 vs. 1998

Posted on April 4, 2012 by Lenore Hawkins

The first quarter of 2012 was a stunner in the equity markets, giving us the best first quarter since 1998, which begs the question, what did 1998 look like relative to 2012? 1998 2012 Sector trends Beginnings of an enormously … Continue reading →

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There they go again!

Posted on August 18, 2011 by Lenore Hawkins

I am endlessly amazed at the mentality of many on Wall Street. So many times in the past few weeks we have heard, “Now is the time to buy! We have oversold markets!” Today we see the markets drop another … Continue reading →

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Falling Bond Yields

Posted on May 29, 2011 by Lenore Hawkins

With all the talk about sovereign debt  problems, from the PIIGS+ (Portugal, Ireland, Italy, Greece, Spain, and now Belgium) to the U.S. unsustainable debt trends, one would imagine that the cost of debt would show some of this concern.  But … Continue reading →

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The Case For Rising Interest Rates

Posted on November 1, 2010 by Lenore Hawkins

You know you’ve got a lot of balls in the air when you welcome plane travel as an opportunity to get things done with minimal interruptions.  On my latest flight I eavesdropped on a conversation concerning what will happen with interest … Continue reading →

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Inflation vs. Develeraging

Posted on March 7, 2010 by Lenore Hawkins

The majority of the developed world is currently dealing with one whopper of a liquidity hangover.  Across the world households, businesses, and government got themselves hooked on the drug of cheap and easy debt.  When the markets inevitably cut the … Continue reading →

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Inflation, Deflation, Interest Rates… What’s Going On?

Posted on January 29, 2010 by Lenore Hawkins

I like to keep things simple, (my wee little noggin can only handle so much) thus I generally agree with the Austrian School of Economics definition of inflation, which is simply an increase in the money supply.  As I mentioned … Continue reading →

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