Warning: an Inflationary Shock is Coming… and the Fed Knows It

Over the weekend, the Cleveland Fed released its media Consumer Price Index (CPI) data for December 2017.

The result? The Median CPI rose 0.3% in December, an annualized rate of 3.5%.

Put simply, core inflation is rising rapidly… and the Fed is WAY behind the curve.

Small wonder the US Dollar is collapsing, breaking through critical resistance.

US Dollar slices through support

The BIG PICTURE chart is even uglier, suggesting the $USD is going to crash to the mid-80s soon.

Long-term $USD chart predicts mid-80s move

Put simply, the $USD is forecasting a SEVERE inflationary shock is coming shortly. 

And it's going to blow up the Everything Bubble.

On that note, we are putting together an Executive Summary outlining all of these issues as well as what’s in terms of Fed Policy when The Everything Bubble bursts.

It will be available exclusively to our clients. If you’d like to have a copy delivered to your inbox when it’s completed, you can join the wait-list here:


Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research



Throat-warbler… Tue, 01/16/2018 - 15:12 Permalink

The number is only as good as the measurement.  According to shadow stats: 1990 formula yields ~6%, 1980 formula yields ~10%.  Go ahead FED, crank it up ... watch what happens next.

SweetDoug Tue, 01/16/2018 - 19:43 Permalink




Remember when those sonsovbitches banks would be paying a rate of interest + inflation rate, 25 years ago and more?


How the hell did we let this head fake happen?




Umh SweetDoug Wed, 01/17/2018 - 22:23 Permalink

Do you really think they were paying a rate of interest + inflation rate? It was just harder to detect when the real inflation rate was 12% and they were paying you 3% + 8% or even 5% + 8%. This gambit is just much more obvious when the inflation rate is lower. The IMF has written papers on the screwing of the public with this manipulation of numbers.

In reply to by SweetDoug