Tag Archives: Deflation

Economy Slowing, Government Clueless, Americans Discouraged

Good morning! Here’s what you need to know: ______________________________ OVERVIEW China’s Property Bubble Might Deflate Slowly | If so, those betting on an imminent crash will be disappointed. Tax Uncertainty Keeps Hiring On Hold | Do you know what your tax rate will be on January 1st? Neither does anybody else. The Economy Is Slowing […]

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Get Ready For Biflation And The Era of Wrestling With China For Oil

Good morning! Here’s what you need to know: ______________________________ OVERVIEW Volcker “Not Worried About Deflation” — Or Inflation | Maybe we’re in for a “biflation” of rising global commodity prices and falling domestic prices. US Loses Another 12,000 Jobs | Initial jobless claims for the week ending Sept. 18 rose to 465,000. GOP Issues “Pledge […]

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Forget The Banks, Focus on Consumers and Deflation

Good morning! Here’s what you need to know: ______________________________ OVERVIEW Larry Summers is leaving, pop the champagne! Another round of Fed stimulus is a bad idea. Every president is a banker. It’s the consumers, Stupid. That’s why deflation, not inflation, remains the challenge. Unless consumers deleverage more quickly than expected. Velma Hart is the new […]

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Deflation In America

A popular section of The Kelly Letter is called Situations. It’s a weekly collection of tidbits on a variety of subjects presented at varying length, but never more than one page for one situation. Sometimes, they’re only a paragraph or two. The following update on the recent concern that deflation is coming to America ran […]

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