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Inflation Watch – Projecting Year-End Inflation After Another Beat
July 13, 2022
CPI came in higher than expectations again. Projecting where inflation will be at year-end is an impossible task, but running through several scenarios offers some perspective.
Newsclips
Quick Comments/What We’re Reading
July 13, 2022
Today's topics include Fed officials focusing on headline inflation rather than core, recession & inflation, high gas prices could be here to stay, more signs of a cooling housing market, inflation is so important people are now releasing fake CPI reports, commodities' place in a portfolio, and the great resignation.
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Cartoons
July 13, 2022
Newsclips
Quick Comments/What We’re Reading
July 12, 2022
Today's topics include previewing tomorrow's CPI release, inverted yield curve, when might the Fed's tightening campaign end?, signs of a housing slowdown, a double dip recession?, natural gas production, the IEA warns energy crisis could get worse, squaring a tight labor market with recession, and dollar/euro parity.
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Cartoons
July 12, 2022
Conference Calls
The Market Ponders the Fed’s End Game
July 11, 2022
A replay of our July 14, 2022 conference call
Newsclips
Q2 Earnings Season Starts This Week
July 11, 2022
Wall Street analysts have been upbeat about earnings despite talk of recession and inflation squeezing margins. Will this outlook survive this coming earnings season?
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Quick Comments/What We’re Reading
July 11, 2022
Today's topics include Treasury market liquidity, when does the Fed stop hiking?, quantitative tightening, globalization's role in inflation, big box retailers' supply-demand imbalance, European gas supplies, port congestion, and crypto bearishness.
Newsclips
Cartoons
July 11, 2022
Newsclips
Employment in Pictures – Good News Is Bad News for Risk Markets
July 8, 2022
The fed funds market's muted reaction to today's payrolls beat seems apt. Solid employment news continues to give the Fed the green light to hike, which is obviously bad for risk markets, but the inflation reports remain in the driver's seat in determining FOMC policy.
Newsclips
Quick Comments/What We’re Reading
July 8, 2022
Today's topics include 75 in July, bond fund inflows, dumping private equity, gas prices ease, corporate debt, do emerging markets need the Fed?, falling euro, will small caps lead?, Abe & policy, unions & wage growth, and are Chinese defaults coming?