Watching Inflation: More Signs of Trouble?

Check out the accompanying pdf and chart collection. (1) Inflation is up for discussion. (2) Inflation’s eeny, meeny, miny, moe. (3) The tug of war between the 4Ds and MMT. (4) Regional prices-paid and prices-received indexes are hot. (5) M-PMI prices-paid index also heating up. (6) In recent years, not much correlation between the CPI and the dollar, commodity prices, import prices, intermediate PPI, or survey measures of prices paid and received. (7) Barely any inflation in the Eurozone, Japan, and China. (8) IMF advises policymakers to err on easing side. (9) Earnings seasons now and then.