US Dollar Breakout Could Cool Off Commodities Prices
Rising commodities prices have been all over the news for several months. The rally has been broad-based and persistent.
So what could possibly derail the...
Is S&P 500 Corporate Capex Ready To Surge?
Corporate capex crapped-out but may be set to make a comeback. Today, we share some insights about capex while highlighting some indicators we are...
Inflation Concerns Bubble Up As Bond Market Whistles Past Graveyard
In this case the bond market is calm, relaxed and whistling as it walks past the inflation data (aka the graveyard).
From recent client events...
FaceTime Going After Zoom Meeting Market Share
Modern devices have enabled us to keep in touch in ways like never before. Today, consumers can communicate via live video, through apps like...
Commodity Super-Cycle “Calls” Trendy, But Unlikely
Broadly speaking, all commodities have overcome pre-pandemic levels by a large degree.
Looking at the featured chart for today (above), we can see respective period returns...
Rising Threats To Global Asset Bubbles This Year
Part One of this article showed how growing wealth inequality might pressure the Fed to taper QE and/or raise interest rates. Given the indirect market...
Stock Market Update: Rising Dividends, An Earnings Outlier, and Supply Chain Woes
The following research was written by Christine Short, VP of Research at Wall Street Horizon.
Executive Summary
The Q1 and Q2 2021 earnings seasons were perhaps...
Which Online Retailers Meet Consumers “Fast Shipping” Expectations?
Today's consumers have higher standards than ever before. As shopping has shifted online, delivery times have been a key consideration.
In a survey by Deloitte,...
Wealth Inequality, Inflation and Financial Stability Threaten Asset Bubbles
“Powell Says Fed Policies “Absolutely” Don’t Add To Inequality” - Bloomberg May 2020
The headline above is but one of countless times Fed Chairman Powell...
Is It “Timber Time” For Overheated Lumber Prices?
Rising lumber prices have been a major source of inflation concerns. It's one thing when the price of lumber doubles... and a whole other...
