Bonddad Thursday Linkfest

At 3PM CST on Thursday, March 31, we’ll be reviewing the latest month of economic and market data in the US.  This is a free webinar that will last about 30 minutes.  You can sign up here.

• Inflation is back (Scott Grannis)
• Inflation is back, part 2 (Crossing Wall Street)
• But wages are the primary reason for the increase.  Maybe we should let workers get a raise? (Atlanta Fed)
• But aren't long-term structural issues creating more deflation than inflation? (CFA Institute)
• Building Permits are up Y/Y; housing starts are on fire (Census)
• Great charts and tables from Bespoke 
• IP Down (The Fed's data)
• Capital Spectator has a very solid Y/Y chart you should see on this
• Invictus takes down Mark Perry over minimum wage nonsense again (Big Picture)
• FOMC Statement
• It's more about global risks than domestic issues
• Wow -- Brazil is f(&ked up.  I mean really badly (NYT)
• I mean really screwed (NYT)
• More from the FT (FT)
• Great -- Greece might wind up becoming a problem again -- this time because they're got way too many Middle Eastern Refugees (NYT)
• The EU and Turkey try to come up with a deal to stem the flow of refugees (NYT)
• A Trump presidency is one of 10 global risks for investors (Politico)
• The Dollar is moving lower (FT)
• The degree of Fed dovishness caught the markets by surprise (FT)
• BOE Maintains policy rates (BOE)
• The BOE has nowhere to go on rates (BB)

Chart from the Fed 

5-year Chart of the Dollar