Tag: inflation

Commodities, Inflation: Super Cycles Do Not Just Fade Away

On inflation I like this quote- “Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core inflation likely...

Equities and Inflation Near-Term Outlook (Video)

Th interview below is from a the Daily Briefing with Maggie Lake on Real Vision. This chart is featured along with: Inflation thesis DBA and DBC Why AI...

3 Things To Watch This Week: Earnings, Inflation Data, and Small/Mid...

After a smoking hot week for the stock market, we sifted through the data and present you with 3 key takeaways and data points: Earnings...

3 Market Insights: Meta Dominates App Downloads, Tesla’s Pricing Problem, and...

In this week's 3 market insights, we discuss Meta, Tesla, and the economic thorn that is inflation. Here's a summary: Meta remains the dominant app download...

Is Inflation Already At The Federal Reserve’s Target?

The Federal Reserve’s next rate move and its “higher for longer” policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely...

Is Inflation Permanently “Dissed”?

I wish I could say that the clearly impressive trend from peak until now in CPI and PPI is sustainable. However, I am more inclined...

Employment Insights: Labor Market Still Strong

Well, it looks like AI (artificial intelligence) has not replaced everyone’s job just yet. Last week saw a surprisingly strong ADP employment report of 497k –...

The End of an Era For Stocks, Warns The Fed

A recent whitepaper by the Federal Reserve warns of “significantly lower profit growth and stock returns in the future.” In his article, End of an...

CPI, Bonds, Inflation: What’s Next For Stocks and Gold?

For today’s market update, I am providing an interview (video) I did on Real Vision with Ash Bennington. Herein we cover the following topics: CPI Inflation...

$WEAT Wheat ETF (and inflation) Down But Not Out As Ukraine...

Investors and economists are getting awfully complacent about inflation, in my opinion. They seem to think that an escalating international war that we are...

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