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Summary Over the last two weeks Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish. The big problem with the Fed’s plan to kill inflation by reducing economic growth and raising the unemployment rate is that t...
Summary Although consumers are benefiting from robust labor markets and strong balance sheets, they appear reluctant to buy high-cost durable goods. A key to navigating inflation risk is understanding its relationship with asset class returns. Historically, high-inflation episodes...
Summary The U.S. CPI report is still the most important economic report of the month. The violent sell-off in response to what was a small upside surprise to U.S. core inflation in August is all you need to know. Markets would like to see a sustained roll-over in inflation and an ...
Summary Mitigating the impact of inflation might mean cutting interest rate sensitivity by favoring shorter-dated fixed income but also trimming speculative growth exposure in equity portfolios. The market appears to seize on any sign of easing inflation to be bullish, while remai...
Summary The first half of the year saw GDP contract slightly and GDI expand slightly, and I interpret that as little to no growth. The money market futures I follow and the market based models I track all put the peak in rates somewhere between March and June of next year. I d...
Summary Core CPI, excludes food and energy, rose from July's year-over-year reading of 5.9% to a YoY rate of 6.3% in August. FedEx reported dismal earnings on Friday sending the stock down 21%. A large part of the economic data seems to be indicating the economy is slowing. ...
Summary Today, every major part of the world economy is seemingly prone to a serious economic crisis. The European economy is perhaps the most immediate cause for concern. All of these world economic problems have to raise serious questions about the wisdom of the Federal Rese...
Summary Stocks and bonds and commodities continued to trade and move around in price but there was no news to which those movements could be attributed. Most of what passes for news, the things people credit with moving markets on a day-to-day or week-to-week basis, is nothing mor...
Summary Jackson Hole reset expectations to focus more on inflation. The U.S. dollar should stabilize over the medium-term amid hawkishness from other central banks and slowing economic data. At stake is Europe’s ability to refill their storage tanks ahead of winter. ...
Summary The economic data released last week continued to show a modest improvement in the economy since July. The 10-year Treasury yield has been rising since the summer of 2020 although there was a pullback in rates that lasted from April to August of last year. Best-perform...
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Investment Highlights Capital investment of $27.4 million for acquisition of Dust Free ® , which offers an extensive line of patented products for residential and commercial indoor air quality and HVAC applications Valuation represents 7.5x Dust Free’s trailing twelv...
DALLAS, Feb. 01, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI or the "Company") today reported record results for the fiscal 2024 third quarter and nine-month fiscal year-to-date periods ended December 31, 2023. Fiscal 2024 Third Quarter Highlights (compar...
DALLAS, Feb. 01, 2024 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NASDAQ: CSWI or the “Company”) announced that Jeff Underwood has been appointed Senior Vice President of CSWI and General Manager, Contractor Solutions, reporting to Joseph B. Armes, CSW Industrial’s Chairman, C...