Tag: consumer price index

I had a great and informative interview today with Dale Pinkert of Forex Analytics. We discussed many macro themes: The hotter than expected CPI number The trouble in...

In the face of higher yields, higher dollar, gold has been rallying since early March-and really since October 2023 after the trough.  Although there have...

This week's earnings corporate reports revealed a continued focus on profitability across various sectors. While specific details differed, many companies like Shopify, Airbnb, and Uber...

Given our longer-term investment time horizon, we are not the type to point out a single economic report, however, we believe that this report is...

Ahead of Thursday's CPI inflation print, the stock market rose on Wednesday, extending previous gains for the week. The stakes for the Fed-critical report...

Wow, that was an explosive post-CPI (Consumer Price Index) rally! A better-than-expected U.S. CPI (inflation) print kicked off the largest one-day rally the market has...

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...

If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy. So let's...

The Housing market run into some trouble over the near-term… But the long-term picture is still bright. I recently wrote about the strengthening economy and...

The past seven years has seen extraordinary monetary policy employed by the Federal Reserve to satisfy its dual mandate of price stability and full...