Core CPI Has Reversed A 40-Year Lower Peak-to-Peak Business Cycle Pattern: How High Will It Go?

Today's Consumer Inflation Cycle Comes With Yesteryear Denial, Problems & Consequences

Accelerating Wages Early In the Upturn Resemble the Business Cycles of the 1970s

Record Lead-Times For Materials Signal Firms Are Expecting Persistent Inflation

A Margin Story: Fast Economic Growth Without Profits

Two Profit Measures & Two Different Stories: GDP Profits Are Unchanged, While S&P Profits Soar