Category Archives: Tariffs

An inflation surge could be coming in early 2026

What will be the effect of ‘big beautiful’ tax refund checks? By David Enna, Tipswatch.com Last week I read a report by David Kelly, chief global strategist at JPMorgan Asset Management, that mirrored some of my concerns that sizable federal … Continue reading

Posted in Inflation, Tariffs, Treasury Bills | Tagged , | 25 Comments

A historical look at political influence over the BLS

The BLS over time: ‘A tin can tied to my coat tail‘ This article is republished by permission of the authors. By Philippa Dunne & Doug Henwood / TLR Analytics We have worked closely with the Bureau of Labor Statistics … Continue reading

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Tariffs | Tagged , | 17 Comments

U.S. annual inflation held steady in July at 2.7%, better than expected

Core inflation, however, rose to 3.1% annually despite moderating shelter costs. By David Enna, Tipswatch.com The July inflation report offered a mixed bag of results. Seasonally adjusted all-items inflation increased 0.2% for the month, as expected, and held steady at … Continue reading

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Tariffs | Tagged , | 27 Comments

Inflation jumped higher in June to annual rate of 2.7%

By David Enna, Tipswatch.com As economists expected, U.S. all-items inflation moved higher in June, up 0.3% for the month and 2.7% year over year, well above the annual rate in May of 2.4%, the Bureau of Labor Statistics reported. Core … Continue reading

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10-year TIPS reopening auction gets real yield of 2.220%, 2nd highest in 16 years

By David Enna, Tipswatch.com At this moment, I am on a Viking cruise ship sailing out of Gdansk, Poland, and could lose internet access at any moment. So this is going to be quick. The U.S. Treasury’s $18 billion reopening … Continue reading

Posted in Federal Reserve, Inflation, Investing in TIPS, Tariffs | Tagged , , , , , | 19 Comments