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Michael Ashton

www.enduringinvestments.com
  • Analysis & Comment

Michael Ashton's Comment & Analysis
A complete archive of Michael Ashton's articles, including current analysis & comment - Page 10

Weekly Inflation Outlook: Hold Your Horses
By Michael Ashton - Sep 12, 2022
Everyone take a deep breath. It isn’t quite time for a victory lap yet.This week, we get the latest installment of the CPI report. Judging from market commentary and pricing, here is what...
More inflation means more unionization. More unionization likely makes inflation stickier. Unemployment is likely to continue to rise; lower stonks ahead Today is Labor Day in the United States when...
Weekly Inflation Outlook: Until The Job Is Done
By Michael Ashton - Aug 29, 2022
Powell’s speech led to a sharp decline in markets Fed Chair seems to suggest that Fed still using ‘anchored inflation expectations’ Shrinking balance sheet is needed but market...
High and still-rising core inflation across developed countries Focus on Jackson Hole meeting starting Thursday Fed has not been challenged yet, but eventual crisis is likely Against that backdrop,...
Weekly Inflation Outlook: Bean Loaf Ahead?
By Michael Ashton - Aug 15, 2022
CPI report was a positive surprise, but Median CPI rose at a 6.3% Surprise caused by large moves in small ‘tail’ items rather than a broad lessening of pressures More stories about how...
Money illusion has made the energy spike look worse than it is The CPI report is this week; Will median show any sign of peaking? Wages do not appear to be slowing at all. Last week, I mused about...
Weekly Inflation Outlook: What Labels Matter
By Michael Ashton - Aug 01, 2022
The debate over whether we are in a recession is not material to monetary policy or market action. Another term that is broadly agreed upon, but even less useful, is the Non-Accelerating Inflation...
Higher mortgage rates historically associated with higher house price growth Buying a real asset with levered, tax-advantage loans is still a good idea  This week we will see an acceleration in...
Even The Inflation Guy Is Scared
By Michael Ashton - Jul 18, 2022
Inflation reached a new high in surprising report More inflation momentum than previously thought Wages also accelerated to a new high Maybe the US Federal Reserve isn’t being panicky, or...
This week’s CPI report may see another “peak” in CPI. That’s actually the good news The bad news is that due to easy comparisons, further peaks may be ahead – even in...