TIMELY MARKET UPDATES
Inflation Admittedly Not Transitory, Energy Volatility and Effects of Rising Yields
Is the Fed behind the curve? It wouldn’t be the first time! Recently they started admitting that many of the inflationary inputs are not transitory. We show you some reasons why. If inflation is here for…
Money Supply Spikes, Inflation Puts Pressure on Wages and Profits, and Global Bond Yields Keep Rising
The press talks about inflation, we’ve included some data to ponder and share. Will the negative bond yields in Europe and elsewhere quickly turn into a relic? An update on the U.S. bond yield curve after…
Most (But Not All) Supply Bottlenecks Ease, More on China’s Fixed Income and Equity Markets, and the S&P 500’s Response to Fed
Supply chain bottlenecks are showing some signs of easing except the most important one. Some updates on what is happening in China—will it spill over to the U.S.? What are the other effects of Covid…
Interest rates are (finally) rising, U.S. Leads Natural Gas Exports, and A Look at U.S. Equities Over the Last Decade
Happy New Year! It looks like the bond markets finally woke up to reality last week. How far and how fast will yields rise? The Fed regional manufacturing surveys were mixed last month but solidly in growth…
U.S. Services and Manufacturing Near Pre-Covid Levels, How Inflation Affects Tech, and Omicron Impact on Yield Curve
While Covid caused an economic plummet and a subsequent surge, U.S. Services and manufacturing have largely returned to pre-covid levels. How does tech get affected by inflation? Speaking of inflation, what…
PPI Serves as a Warning for CPI, A Look at Rates after Fed Meeting, and Omicron Eclipses Delta Variant
The latest on the Fed and inflation…what is driving their decisions? A great historical look on why equities, despite their risks, belong in a portfolio. Just why is/was Tesla valued at more than every other…
China’s Real Estate Turmoil, Today’s Inflation vs. the ‘70’s, and Today’s Markets Undo 50+ Years of Financial Planning
Is there a growing storm in China’s Real Estate market? Is it their 2007-08? With the Fed scheduled to meet, we offer some updates on inflation. How does the current inflationary environment compare to the…
How Many (and How Long) Ships are Waiting to Enter Port, Spiking Inflation is a Global Phenomenon, and the Chinese Real Estate Sector
As markets shrug off the Fed’s hawkish tone and the new Omicron variant, consistent themes continue to emerge: Inflation is accelerating across the globe, not waning. The data speaks for itself. Markets…
Omicron Effects Jobs Market, Service PMI Flying High, and Signs of a Bubble
More signs of a bubble-like market are showing up so let’s take a look. While the jobs market disappoints, the markets seem to be focused on Omicron and what Covid is likely to do. A lot of volatility in…
Consumer Confidence Wanes, Looming Covid Setbacks, and A Deep Look at Inflation
While supply bottlenecks are starting to ease, what will Delta and Omicron do to the global economy? Just what is Consumer confidence in the U.S.? What are dividend and bond rates telling us? Will corporate…