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First, to visualize core inflation itself, recent reversal aside, we see 6-month trending downward nicely within 2023. Target for CPI is more like 2.5% (long story), and that we comfortably have something in lower half of 3% already with a... Read More →

Aside from oil and the Energy sector, it was a bad quarter for major asset classes. pic.twitter.com/sonk429g0q — Bespoke (@bespokeinvest) September 29, 2023 Headline PCE inflation was 3.5% over the 12 months ended August The PCE price index was +3.2%... Read More →

#FOMC pause, summary of economic projections pretty in-line with expectations: GDP up, unemployment rate down, inflation roughly in-line, BUT they took next year's #Fed funds for forecast up trying to get markets to see higher for longer in bond pricing.https://t.co/V2cVDxgLf5... Read More →

  Oil supply cuts by Saudi Arabia and Russia will create a “significant supply shortfall.” with global oil markets facing a deficit of 1.2 million barrels: IEA https://t.co/aEJTwzU2zU pic.twitter.com/V50uwhQ8K0 — Lisa Abramowicz (@lisaabramowicz1) September 13, 2023 After a record 25... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance BREAKING: Atlanta Fed's GDPNow Index soars to 5.03% pic.twitter.com/ssPnrKJC1Q — Robert Burgess (@BobOnMarkets) August 15, 2023 What a monthly mortgage payment would look like for a... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance There has been an absolutely wild divergence in macro data surprises in the past few months and I am old enough to know that there is... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Shorter Powell -FOMC believes policy is restrictive-Doesn’t see Fed cutting this year-Sees 2% inflation w/out big job losses-Staff no longer forecast recession Market hears you’re done,... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance 12 Days in a row. Just four other occurrences since WWII. pic.twitter.com/zP3vFO6kET — Bespoke (@bespokeinvest) July 25, 2023 “.. The Citigroup Economic Surprise Index — a... Read More →

Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The core CPI inflation rate remains relatively high mostly due to its rent components. But when you exclude shelter costs, the core rate dropped to 2.7%... Read More →

Market Performance (First Half of 2023) Source: YCharts Disclaimer: Past performance is no guarantee of future performance First half of 2023 performance The NASDAQ may be set for its best first half ever pic.twitter.com/ZgaJ43hIPK — Markets & Mayhem (@Mayhem4Markets) June... Read More →