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Spending on goods rose 22% during the pandemic, while services spending rose only 6%. Current inflation is demand-driven by the relative consumption shift towards goods; not by an overall excessive rise in total consumption. From December 2019, before the pandemic, to December 202...
In 2022, we have extreme uncertainty around the fundamental economic environment, the policy response, inflation and the response of policymakers. Although we are cautiously optimistic on the inflationary trajectory, when you look at the relatively low rate environment still, you ...
US inflation remains elevated and appears on track to remain so for the immediate future. The Producer Price Index for All Commodities has peaked on a year-over-year basis. The sharp increase in shipping costs over the past year captures the supply-chain disruptions that have been...
We up our strategic overweight to developed market equities, but near-term elevated geopolitical tensions keep our tactical shopping basket on hold. Equities retreated as investors took renewed fright over the military stand-off involving Ukraine, helping pull down short-term bond yie...
A combination of loose monetary policy and emerging scarcities of goods and services throughout the global economy are causing a sustained inflationary environment. The supposed solution, namely to tighten monetary policy might have a counterproductive effect of triggering more inflat...
The U.S. has been importing more crude oil from Russia, especially on the West Coast, due to the decline of Alaska’s crude oil output. So, if the U.S. tried to curtail Russian energy imports, then the record prices at the pump on the West Coast could soar higher. China is expor...
M2 money supply numbers for January 2022 show continued double-digit growth. The Fed needs to raise short-term rates to a level that is at least equal to the rate of inflation. Inflation is always and everywhere a monetary phenomenon, in the sense that it cannot occur without a mo...
Each time a more substantial market correction occurred, Central Banks acted to provide the “neutral stimulus.”. Liquidity is the lifeline of markets, and the Fed, directly and indirectly, manages its flow via QE and zero rates. While financial underpinnings seem sta...
Current inflation is supply-led rather than demand-led. Time and market forces will ease this current bout of high inflation. Asia and Europe could use a more accommodative policy than the U.S. For further details see: The Supply-Led Inflation Challenge
From a monetary perspective, the U.S. faces a gigantic, two-sided problem: a huge surplus of money and a lack of demand for all that money. Inflation expectations have now reached their highest point since the introduction of TIPS in 1997: 2.9%. I will be pleased if the Fed become...
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2024-07-21 20:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-07-11 17:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
A look at the top 10 most actives in the United States Faraday Future Intelligent Electric Inc. (FFIE) rose 20.9% to $0.5541 on volume of 173,316,620 shares Assure Holdings Corp. (IONM) rose 114.1% to $0.496799 on volume of 118,668,589 shares NLS Pharmaceutics Ltd. (NLSP) rose 67.6% to $0...