Robert Johnson, CFA

There are signs that both transitory issues and long-term headwinds are conspiring to keep price levels below the Fed’s target for now, but higher inflation is still a possibility.

Strong jobs number helped take the edge off disappointing consumption, autos, and other data this week.

As U.S. growth remains relatively anemic, the rest of the world is looking slightly better.

It doesn't appear that the housing market is going to save us from slower economic growth.

Transitory special factors have been keeping prices down, but signs suggest some deeper factors at work, too.