Tag: economic data

Q2 Corporate Earnings Preview: Inflation, ESG Top Concerns

The following research was written by Christine Short, VP of Research at Wall Street Horizon. Executive Summary: - Second quarter earnings season is on deck —...

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...

Are U.S. Markets Facing Transitory Inflation… or Something Worse?

The Federal Reserve has called inflation transitory as they look for the economy to continue to recover and for more people to enter the...

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...

Weighing Equities Bubble vs 2021 Bright Economic Growth Outlook

Say what you will about the equity markets, some of which appear overvalued and are pricing in a lot of good news (mainly the...

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...

Inflation Narrative Reaches Inflection Point With Major Implications

In baseball, a knuckleball is a distinctive pitch that only a very few significant leaguers can perfect. The goal of a knuckleball is to...

When The U.S. Dollar Is Not Just A Dollar

With the Xth wave of the pandemic ongoing and a good portion of the world’s population still stuck at home, you would not be alone...

10 Important Charts To Watch In 2021 (Q1 Update)

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought...

U.S. Financial Markets Update: The Path To Normal

Over the past number of years there has been a deluge of new data sources. Investors no longer have to wait for company earnings...

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