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Reading the news flow

Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation, Deflation, deflation, deflation…

That is vain attempt to bend the results of this consulting service -  the ASR Newsflow Monitor from Absolute Strategy Research.  Vain because FT Alphaville does not populate the Factiva news database used by ASR to monitor positive and negative media stories on everything from corporate earnings to monetary policy.

No matter. There’s data in ASR’s report for September that might please gold bugs and others convinced that inflation is now established as the theme du jour: chatter about deflation in the media during September was no more than a quiet murmur.

Here’s a chart showing the surge in mentions of “global inflation” and “global costs”:

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Suggesting there might be something to all this talk about tighter monetary policy…

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Assuming you believe what you read in the newspapers, that is.

Related link:
Reading the news
– ASR September report in the Long Room
Ever heard of the ‘News Heard’ index? – FT Alphaville

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