Charts of the Week
LT Outlook: Inflation Takes a Bite Out of Home Appreciation
February 27, 2019
For those who include their homes as part of their retirement portfolio, consider the bite inflation takes out of any price appreciation.
For those who include their homes as part of their retirement portfolio, consider the bite inflation takes out of any price appreciation.
The Fed thinks everything begins with inflation expectations. This is a dubious idea that is next to impossible to measure.
Today's topics include Powell's appearance in Washington DC, economists see a pause in hikes rather than the end of a cycle, recession talk, OPEC ignores Trump, low volatility in everything, the British pound continues to rally, corporations begin to focus on their debt, the U.S. housing market slows, the bull market roars on after nearly 10 years and how to identify a bear market rally.
Today's topics include the Federal Reserve, Yellen says Trump lacks understanding of the Fed, the march towards an earnings recession, the Phillips curve, Trump tweets about crude oil prices, a look at recessions, stock buybacks, the value of cryptos, ETFs fees and workism in America.
Once all central banks synchronize and start reducing their balance sheets, dramatically higher interest rates might be a possibility. Currently, this is not close to happening.
All signs continue to point toward an earnings recession. Revenue declines typically follow.
Today's topics include some positive notes on the trade war, Bostic's call for a hike in 2019, forecasting recessions, the Goldilocks global economy, the Fed's 2% inflation target, the shale oil revolution, debt among America's youth and shorting the retail industry.
As another earnings season comes to a close, companies have once again successfully guided analysts' expectations low enough to ensure positive results. This is a game that has been perfected over the past decade.
Today's topics include the Fed and stocks, low bond market volatility, the British pound, economic uncertainty, the trade war's effect on stocks, the high yield market, central bank tone and federal debt.