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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: TimbaBear who wrote (56462)3/22/2006 11:09:49 AM
From: John Vosilla  Read Replies (3) of 110194
 
"Fancy that, brainwashed to believe inflation is a measure of prices! How could I possibly come to that conclusion when gasoline goes from $1.00 to $2.50 in 4 years? Medical costs climb well into the double digits every year and the insurance premiums reflect it. Housing goes through the roof. Services of all types that can’t be outsourced to India climb to recover their higher costs. Brainwashed by reality!"

Would you agree pass through of rising RE and energy prices are main drivers of the cost push side of inflation? Just added fuel to the fire of demand pull due to increasing government debts and monetary aggregates? The major difference from the 70's is manipulation of the CPI pushed a disproportionate share of the inflation in this early part of the cycle into asset prices whereas last time it seemed to be more across the board. Rent's home prices, energy prices, incomes and basic necessities all moved up in lock step with interest rates. This time will look different but probably the end result when you look back at the end of this cycle will be the same. The biggest problem is home prices in many places have already factored in the inflation of the next decade in already<g>
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