Tag: inflation
Why Inflation Isn’t Going Away Anytime Soon
It seems like just yesterday that you could buy a pint of Stella for $7 or so. Now, more often than not, it is...
3 Market Insights: Cash App Ads, eBay vs Amex, and ISM...
We had some interesting data points come out this week. ISM Service came out with prices decelerating and economic activity perking up slightly. This...
Where Is the U.S. Economy Headed Next?
GDP showing a slowdown of the consumer. However, consumer spending, like so many things in the macro right now, is nuanced.
While some stores suffer...
No ‘Stag’ Nor ‘Flation’, Jerome Powell?
This past week I got to spend some time with Charles Payne on Making Money with Charles Payne. (link below).
I mention this because I...
Is the United States On Japan’s Path of Stagnation?
We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for...
Are Consumers Overwhelmed by Inflation, High Interest Rates, and Geopolitics?
I’ll start today with my thoughts on the Retail Sector ETF (XRT) as we ended last week:
“For Granny Retail XRT we first want to...
Gold, CPI and Inflation: Historical Correlations and Analysis
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...
Was the Federal Reserve Dovish or Hawkish… or a Bit of...
The Federal Reserve kept interest rates unchanged and essentially suggested 3 rate cuts on the table for 2024.
Both the commodities and equities markets took...
Inflation Update: Silver and Precious Metals On Watch
Not the first time I have given readers this list of leading indicators to watch for a potential rise in inflation:
Silver, especially if it...
Are Sugar Futures Prices Bottoming?
The one caveat to a sustained equities rally, especially after relatively dovish statements by Powell, is the return of inflation.
This could happen because of:
Supply...
