by John Mauldin | Apr 22, 2022 | alerts, Markets/Economy, Mauldin Economics
If you haven’t noticed—perhaps because you live on Mars—inflation is here. Not just in the US but almost everywhere. Prices for everyday goods and services, including necessities like food, are climbing rapidly. The US Consumer Price Index rose 8.5% in the 12 months...
by John Mauldin | Apr 15, 2022 | alerts, Markets/Economy, Mauldin Economics
It’s Easter weekend, so we are going to revisit a 2018 letter about the yield curve. The yield curve is much misunderstood and misused by many analysts. This letter will give you the tools to understand the correct importance and relevance of the yield curve. And...
by John Mauldin | Apr 8, 2022 | alerts, Markets/Economy, Mauldin Economics
An old Danish proverb, later attributed to everyone from Mark Twain to Nostradamus to Yogi Berra, says, “Predictions are difficult, especially about the future.” I would refine it a little: Predictions are actually pretty easy. Accurate predictions are very difficult....
by John Mauldin | Apr 1, 2022 | alerts, Markets/Economy, Mauldin Economics
“I would not interpret the currently very flat yield curve as indicating a significant economic slowdown to come.” (and subprime is contained.) —Ben Bernanke, March 2006 Evidence continues to mount that a recession is coming soon. The latest was this week’s “inverted...
by John Mauldin | Mar 25, 2022 | alerts, Markets/Economy, Mauldin Economics
In these letters, I look at the economy and tell you what I think, for better or worse. Recent missives were mostly negative. I regret being the bearer of bad news but sometimes that’s just reality. I often say that I am the most optimistic man in the room, and it’s...
