Goldtent TA Paradise

More From Jordan

1. Thebeek says:

   October 16, 2016 - 10:47 am at 10:47 am

   From his news letter, as well, the main mover (inflation) looks like $OIL

   ps Don’t sweat the neanderthals 🙂

2. ssaffold1 says:

   October 16, 2016 - 1:05 pm at 1:05 pm

   watching oil it looks like the finite resource that it is may find demand/supply equalize in the next year (two) for a real game changer in the financial future

3. DaveintheUK says:

   October 16, 2016 - 3:53 pm at 3:53 pm

   Great stuff Jordan. Everybody else is talking deflation again. All you need is 1% extra on the CPI and the Fed to do only 1/4 point a year and you have declining real rates. I calculated earlier in 2016 that energy prices contributed -0.85% to CPI-U from Feb 2015 to Feb 2016.

   If energy goes flat, it puts the CPI up by 0.85% from its Feb 2011 level which I think was 1.0%, taking it to 1.8%, other things being equal. That’s only if the year by year change in energy prices goes flat. Any decent energy upside reversal would put inflation over 2% by gov’t figures – mainly because services inflation seems stuck at 3%.?

   I last looked at the figures around July and they seemed to be turning up but very slowly indeed because I was looking at year on year figures. So Jordan may be spot on when he says it is likely to be a story in 2017 by my reckoning, unless there is some real major discontinuity in the markets in the meantime.

4. TheDailyGold says:

   October 17, 2016 - 2:07 am at 2:07 am

   Thanks for the free pub Fully.

   The US$ index and indicators of future inflation are rising above long-term moving averages at the same time.

   My previous video highlighted the strength in the various CPI’s ex-commodity prices which are threatening higher levels now.