Behind the Inflation Curve

Check out the accompanying pdf and chart collection. (1) Fed head provided a heads-up. (2) Powell has mutated from dovish to hawkish variant of Fed chair. (3) FOMC’s latest projections likely to show more rate hikes in 2022. (4) Fed scrambling to catch up with inflation curve. (5) Real interest rates are unreal. (6) Is the bond yield alarming or not? (7) Durable goods inflation should moderate next year. (8) Inflation is currently disconcerting. (9) Supply chains are still kinky. (10) Monitoring the supply chains. (11) Amazon shows the way.