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Currency Crescendo

by | Sep 30, 2022 | alerts, Markets/Economy, Mauldin Economics

Big problems usually begin as small problems. We see that in nature, where small disturbances become hurricanes, and we see it in the economy, too. So, it shouldn’t surprise us if the economic disturbances of the last years compound into something bigger. Going into...

Notes on Inflation

by | Sep 23, 2022 | alerts, Markets/Economy, Mauldin Economics

We were a bit preoccupied here in Puerto Rico this week. Hurricane Fiona decided to camp out over the island, bringing mind-boggling amounts of rain. I am sure you have seen the flooding pictures. The entire island lost power and much of it is still down. Our...

Inflation Sinks In

by | Sep 16, 2022 | alerts, Markets/Economy, Mauldin Economics

Remember when inflation was going to be transitory? Good times. I was in that camp myself early on, as were some serious analysts I greatly respect (and still do). Then the data began to show core inflation would be stickier than expected, and I turned in my Team...

Labor Mysteries

by | Sep 9, 2022 | alerts, Markets/Economy, Mauldin Economics

Politicians talk about “jobs, jobs, jobs” because a steady income keeps people happy and (mostly) voting for incumbents. Carville once told us, “It’s the economy, stupid,” and it always has been. Economies in recession are usually bad for those in power. Economists...

Your Inflation May Vary

by | Aug 26, 2022 | alerts, Markets/Economy, Mauldin Economics

People who think about the economy are a non-random subset of the population. Most folks aren’t like us. Worse, we aren’t always like us. Hence the endless arguments. Currently our subset is debating whether we face inflation or recession. In my view, it’s...