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Campbell’s Tomato Soup: The Inflation Detective

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remains Americans’ top concern while Swiss inflation hit zero.1. The Tomato Soup Price IndexOne of the simplest ways to show currency debasement is...
Business

Modeling Shortfall Risk versus Inflation – What a Good Hedge Looks Like

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When people ask me about hedging inflation, they aren’t always asking what they think they’re asking. There are two approaches to addressing inflation in...
Business

Recovery, Inflation and Burden Sharing: 3 Calls for the Eurozone

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We should see a recovery in the eurozone next year, but where are the structural reforms? We are watching inflation, which could undershoot, and,...
Business

How Inflation Could Surprise Us in 2026

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Like most economists, I’ve been busy peering into the crystal ball for 2026. It’s foggy, naturally, and dare I say it, a bit… boring. The...
Business

Inside the Fed’s Split: Inflation and Jobs Divide on Rate Cuts

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The tightrope walk of the Federal Reserve is now complicated by a deep split among its policymakers between inflation hawks and labor-market doves. That...
Business

Play Your Inflation Cards Right

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Higher? Lower? It’s game show time! Where’s inflation heading? Will 2026 be your year, and how will central banks play their cards? Fingers on...
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