Category Archives: China

Where in the World is R* and Phillips Curve Inflation?

Category: China, Global Economy, Newsletter, Oil, Speculator | No Comments

Our October report reviewed the limitations of the Phillips Curve in forecasting inflation as it relates to unemployment. Essentially economists interpretation of Phillips posit that lower unemployment equates to higher inflation. This view was created in the 1970’s post Gold/Currency Standard during the inflationary Baby Boom employment surge. Should the overall CPI rise above…

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Copper, China and Global Recovery

Category: China, Newsletter | No Comments

Copper and Oil are important barometers of economic direction. The weather vane for Copper’s direction isn’t as much supply, but demand. Chinese industrial activity and the commitment of traders are important demand side tells to observe. When Copper surged an impressive 10 cents a pound last week it was blamed on the…

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