Commodity Trade Mantra

Posts Tagged ‘CPI Report’

RBI Cuts Repo Rate 50 Basis Points, But Rupee Rallies

I’m a fan of RBI Gov. Rajan, and I think that if he feels as though this will help offset the China slowdown. But to see the rupee rally like it has after a rate cut? That’s a surprise. I shake my head in disbelief. But, gold is down, and so too is silver, and platinum, with palladium the only precious metals of these 4 to be trading with a gain this morning.

The Fed Waited Too Long: Here Comes Inflation

This inflation surge is going to be led by wage inflation. By the time the Fed realize that the labor market is so tight that employers are voluntarily raising wages across the board it is far too late, you are officially behind the curve as the surge in wage inflation is signaling loud and clear. The Fed will have no choice but to raise rates fast.

The Fed Just Lost Any Shred of Credibility on Inflation

Look at the inflation data & explain why this is not an upward trend for 2014 & an unsettling trend given GDP was actually negative for Q1. What happens to inflation when GDP prints a 4 handle later this year? What happens to inflation when the strongest part of the year from a consumption & GDP standpoint comes gushing into the CPI Reports?

follow us

markets snapshot


Market Quotes are powered by Investing.com India

live commodity prices


Commodities are powered by Investing.com India

our latest tweets

follow us on facebook