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According to a new report released Wednesday by the US Bureau of Labor Statistics, the Consumer Price Index increased in March by 8.6%, measured year-over-year; the largest increase in more than 40 years. March’s surge in consumer price inflation is also the twelfth month in a ...
Bonds are hated right now and people want to believe yields will only go higher from here. Whether or not a recession will eventuate is not yet clear, but a material slowdown in growth is certainly what the leading indicators of the growth cycle are pointing to. The current inflat...
2021 was another record year for solar PV generation additions globally. 2022 is set to be an even stronger year with 32% year-on-year growth. Josefin Berg reviews the outlook for solar PV in 2022, the challenges to growth, and summarizes the long-term prospects for solar power. ...
Today's release of the NFIB Small Business Optimism Survey for March showed the index fell 2.4 points to 93.2. Again, the overall Optimism Index declined to 93.2 and is nearing the level reached at the depths of the Covid-led economic shutdown. The Federal Reserve's monetary polic...
How the history of horse manure may provide lessons for the present. Some defensive sectors are leading in relative performance. Hope for the future of small caps? Whether we like it or not, we are still dependent on fossil fuels. For further details see: History Rhy...
AIER’s Everyday Price jumped 3.0 percent in March after rising 1.3 percent in February and 1.0 percent in January. The Everyday Price Index including apparel, a broader measure that includes clothing and shoes, rose 2.8 percent in March after gaining 1.4 percent in February and...
The inflation news seems to have pushed the market higher today. Was the news the real cause of this rally? Sometimes it pays to look a bit deeper than the common superficial views of the market. For further details see: Sentiment Speaks: The Absolute Stupidity About The...
Due to the war in Ukraine and the resulting sanctions and embargoes - on top of the already interrupted supply chain, plus a new COVID outbreak in China - global trade is grinding down to a slow-motion “holding” action. As a result of these disruptions, PMIs all over the...
The rise in long-term interest rates continues to crush the value of growth stocks. Valuations are coming down rapidly into what are more reasonable historical ranges. We need to see corporate profits exceed estimates by 7% in order to preserve the sequential growth. That shou...
Looking back historically, high levels of inflation combined with Fed tightening of monetary policy led to either a recession, bear market, or a crisis. During the first couple of months of 2022, hedge funds went into liquidation mode. Over the last six months, the market has made...