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by Michael Ashton on February 10, 2011
No subgroup gets a higher weight, or more attention, than the Housing category. This week I will drill down a little deeper on housing. Read more »
by Michael Ashton on February 2, 2011
Last week, I showed how the eight major subgroups of CPI were contributing to the overall development of the inflation index. This week I want to drill down a little bit on one of the subindices: Transportation. Read more »
by Michael Ashton on January 26, 2011
All-Items CPI is now rising at 1.496% year-on-year. But where is it coming from? We look at the evolution of the various subcomponents. Read more »
by Michael Ashton on October 19, 2010
Nominal-world-based research suggests that LIBOR bonds can be an effective hedge for inflation. However, an analysis of hedging properties in real space illustrates that some of this apparent protection is illusory. Read more »
by Michael Ashton on August 17, 2010
Inflation as it is measured, inflation as it is perceived, the difference between the two, and the implications of that difference. Read more »
by Michael Ashton on March 24, 2010
A bottom-up approach to long-run expected equity returns suggests that long-term TIPS are priced to return a similar rate with less volatility, even if stocks are only fair value rather than expensive. Read more »