The consensus continues to view inflation as transitory across the globe, soon returning to 2%. This rests on an understanding that nothing has changed and the pre-pandemic economy is returning.
Today's topics include a wage spiral, QT about to go full throttle, no signs of concern from stock traders, housing prices, more on the dollar, Kashkari ends any remaining hope for Fed pivot, GDI vs. GDP, energy prices to keep European inflation high, why higher unemployment might be a sign of strength, and options expiration
Central Bank Inflation Forecasting for Dummies. pic.twitter.com/Yk1waAkfdO — simon sidespin 🇺🇦🇫🇮 (@SSidespin) August 24, 2022
Europe's energy crisis is becoming intolerable and politicians are promising action, but reduced supply from Russia limits possible solutions.
Today's topics include "Zip it" to pivot talk, monetary & fiscal policy must work together, grading Powell's Jackson Hole appearance, small businesses struggling to pay rent, downside-limited funds become more popular, predicting the death of the dollar, a different perspective on the economy, another look at crude oil open interest, your daily update on energy prices, regulating hedge funds like dealers, meme stocks, and the end of the office?
Today's topics include ignore Jackson hole?, European energy prices continue higher, more signs of a slowing housing market, homebuilders still have long-term investment case, rent controls, food prices, and crypto's market value
A breakdown of the work-from-home crowd
Several alternative measures of the housing market suggest the exuberance seen since the pandemic have peaked.
As summer gives way to fall in the northern hemisphere, several seasonal total return trends also change.
ETFs represent an important part of equity markets, allowing everyday investors to capture different types of market strategies with just one investment and minimal fees.