August 2022

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Bloomberg Global Aggregate Index has lost 19.3% since its record high in January 2021, & is now less than a percentage point away from the... Read More →

Market Performance (YTD) Source: YCharts Holy hell. Priced in dollars per barrel of oil equivalent, German electricity is OVER $1,000/ BARREL! A madness we're struggling to comprehend. pic.twitter.com/CiIs9LHvZ1 — Dani Burger (@daniburgz) August 23, 2022 Euro-Zone Activity Shrinks for Second... Read More →

Market Performance (YTD) Source: YCharts 91% of S&P 500 companies have now report Q2 earnings. Takeaways: -> 5 out of 11 sectors had negative EPS growth-> Overall earnings growth +6.5%, but outsized driver was energy +297%-> Earnings estimates for '22... Read More →

Market Performance (YTD) Source: YCharts Jul headline CPI 8.5%, below est of 8.7%. Core CPI 5.9%, below est of 6.1%. It's notable that Core Services decelerated to 0.2%, the lowest since Dec 2021. A small battle won, market clearly celebrating. pic.twitter.com/NMWxixLkT1... Read More →