Tag: economic data
Yields Are Defying Yesterday’s Logic
Many astute bond investors are baffled by rising bond yields. Economic activity is slowing, inflation expectations are falling, the Fed is aggressively fighting inflation,...
Deglobalization and Central Banking
There are primarily two opinions on the future path for inflation. The widely held view thinks inflation will resort back to pre-pandemic levels as...
Post PCE: What is the Pre-PCE Market Saying?
Stocks are primarily unchanged or trading slightly higher as pressures from rising food and energy prices persist.
As I reiterate, among the war's immediate external...
Market Cycle Indicators Weaken, Can U.S. Hold Off A Recession?
From a markets’ perspective, in normal times, good news is good and bad news is bad. Who doesn’t like getting some surprisingly good news?...
Shifting Economic Winds… From Inflation To Recession
As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the...
2022 Investment Outlook For Stocks and Bonds
Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong?
As fiscal and monetary support for the...
2022 Financial Markets Outlook Faces Several Headwinds
The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows...
Persistent Inflation Risks Rising Into 2022
It is clearly very trendy to talk about the price of milk, gasoline, used cars or how the core CPI is the highest since...
Holiday Sales Reports are Top of Mind for Investors
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
Executive Summary
- A “SMID” cap focused on supply chain...
The Global Supply Chain Shockwave and Economic Implications
COVID-19 has caused many disruptions, but one we're especially feeling now is in our supply chains. Impacts from the early days of the pandemic...
