Quarterly Inflation Outlook (Q1, 2015)

Michael Ashton - 03/16/15

Re-Thinking Commodities Projections

Michael Ashton - 01/28/15

Quarterly Inflation Outlook (Q4, 2014)

Michael Ashton - 11/28/14

Dollar Versus Deflation

Michael Ashton - 09/10/14

Quarterly Inflation Outlook (Q3, 2014)

Michael Ashton - 09/02/14

Quarterly Inflation Outlook (Q2, 2014)

Michael Ashton - 05/19/14

 

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Quarterly Inflation Outlook (Q1, 2015)

by Michael Ashton on March 16, 2015

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q1 2015, published February 27, 2015. Read more »

Re-Thinking Commodities Projections

by Michael Ashton on January 28, 2015

By generalizing one of Erb and Harvey's observations with respect to gold, we create a very useful way to analyze the projected real returns to spot commodities. Read more »

Quarterly Inflation Outlook (Q4, 2014)

by Michael Ashton on November 28, 2014

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q4 2014, published November 25, 2014. Read more »

Dollar Versus Deflation

by Michael Ashton on September 10, 2014

Don’t waste a lot of time worrying that the 4% rise in the dollar this year will lead to deflation any time soon. Unless the dollar shoots dramatically higher, it should not affect overall prices very much. Read more »

Quarterly Inflation Outlook (Q3, 2014)

by Michael Ashton on September 2, 2014

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q3 2014, published August 19, 2014. Read more »

Quarterly Inflation Outlook (Q2, 2014)

by Michael Ashton on May 19, 2014

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q2 2014, published May 16, 2014. Read more »