Kevin Erdmann | TalkMarkets | Page 3

Kevin Erdmann

Private Investor
Contributor's Links: Idiosyncratic Whisk
My name is Kevin Erdmann. I write a blog that broadly covers the topics of economics, finance and speculation. I have an MS in Finance from the University of Arizona. I am currently writing and supporting books about the housing bubble and the financial crisis which are being published through ...more
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June 2019 CPI Inflation
Thursday, July 11, 2019 10:08 PM EDT
This month there was a bit of a bump in non-shelter inflation, but the trailing 12-month rate remains about 1.1% and shelter inflation remains about 3.4%.
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June 2019 Yield Curve Update
Saturday, July 6, 2019 4:45 PM EDT
Rates have continued to dip. Forward markets have already moved much of the way back toward zero. This has been somewhat surprising to me.
In this article: IEF
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May 2019 CPI Inflation
Tuesday, June 18, 2019 6:30 PM EDT
Core CPI continues to ride along with the 2% target range, bifurcated between shelter and non-shelter prices.
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April 2019 CPI Inflation
Saturday, May 11, 2019 2:15 AM EDT
We appear to be seeing a rebound in shelter inflation and a decline in non-shelter inflation. The inverted yield curve, stabilizing home prices, declining residential investment, and a peak in existing and new home sales suggest parallels to 2006.
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Real Phillips Curve Update
Monday, April 8, 2019 10:28 PM EDT
Here are a couple of charts comparing real wage growth and unemployment.
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February 2019 CPI
Wednesday, March 13, 2019 8:34 PM EDT
flation took a step down this month. This takes us a step further to a situation where consumption may be waning, but the Fed thinks inflation is near their target because of high imputed rent inflation.
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Equity Values And Business Cycles
Monday, January 21, 2019 6:01 PM EDT
Stable NGDP growth leads to slightly lower profit growth, but higher wage growth and higher real total growth.
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December 2018 CPI Inflation
Saturday, January 12, 2019 4:30 AM EDT
Maybe there is some chance that the natural rate can chug its way back above the target rate again and the slow recovery can continue.
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November 2018 CPI
Wednesday, December 12, 2018 3:28 PM EDT
Things continue to move sideways, not providing a strong new signal in either direction.
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Housing: The Problem In A Picture
Wednesday, November 21, 2018 5:16 PM EDT
Here is the problem. There are two housing markets in the US. A closed one and an open one.
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October 2018 CPI
Wednesday, November 14, 2018 12:26 PM EDT
Shelter inflation had another moderate month, bringing the trailing 12-month shelter inflation rate down a little.
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Housing: Construction Hiring
Saturday, November 10, 2018 11:58 PM EDT
It has been suggested that a crackdown on immigration in 2006 was a causal factor in the housing bust and recession. While not implausible, I believe the impact was minimal. Here are the arguments for both sides...
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Housing: Bank Capital And The Crisis
Wednesday, November 7, 2018 6:16 PM EDT
John Cochrane has an interesting post up today about the role of bank capital in the financial crisis, referencing some recent work from Laurence Kotlikoff. I basically agree and will add my two-cents...
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33 to 45 of 45 Posts
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