Previous 10 | Next 10 |
Based on 63-day rolling correlation window analysis conducted by Warren Pies, founder of 3Fourteen Research, equity-bond correlation levels have spiked to levels rarely seen in the last two decades. During the last 6 to 7 months, and particularly in 2021 to date, commodity prices have...
Policymakers at the Federal Reserve advised Wednesday that interest rates would rise from record lows sometime in 2023, updating an earlier forecast of rises not until 2024. In the absence of any other driving dynamic, markets are taking direction from the dollar. The positive tak...
At the FOMC meeting, the median outlook for core inflation this year drifted up to three percent from 2.1 percent (though the long-term inflation outlook didn’t change). Of more direct market consequence, the median “dot plot” around the Fed funds rate in 2023 had...
While some investors welcomed the dramatic increase in commodities prices so far this year, others saw them as a warning sign of real inflation coming to the United States and other markets. A recent survey of fund managers found that nearly three-quarters of them believe that inflati...
Fast-rising inflation could have major economic consequences with implications that reach far beyond the checkout aisle. The best-known measure of inflation, the Consumer Price Index [CPI], rose 5% in May 2021 compared with the same month last year — the biggest annual rise sin...
Talk of a new commodity super-cycle may be premature. Once GDP growth returns to trend, commodity demand will moderate. Fiscal and monetary reliefs are key to maintaining growth and demand. Structural changes in energy demand will prove more persistent. For further detai...
The US PPI, with updated estimates for May 2021 released by the BLS today, may have already peaked. Europe’s further lackluster HICP for April was confirmed on May 19, representing the most recent top in German bunds. Small wonder bond yields globally have ignored one huge ...
This morning we learned that US retail spending fell 1.3% in May (more than the -.80 expected). Commodities have been sensing the shift, with the price of many key inputs like lumber (-42%), steel rebar (-18%) and copper (-9%) down sharply from recent peaks. Increases in oil, gas ...
The global commodities complex continued to receive strong investor support over the past month as the world economy entered unfamiliar territory. All forms of transportation are experiencing delays (some intermittently), including ocean freight, air freight, trucking and rail. Ri...
Like a lot of parts of the global economy, housing/wood/material each saw a drop in both supply and demand given last year’s recession. Once beyond the commodity-induced price effects, it becomes clear the economy is settling back into the same disinflationary circumstances or ...
News, Short Squeeze, Breakout and More Instantly...
UBS AG Jersey ZC SP ETRACS REDEEM 05/04/2038 USD 25 - 902641778 Company Name:
UCI Stock Symbol:
NYSE Market:
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...