January 31, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Strong headline GDP: 2.9% (ar) in Q4. Led by consumption (+2.1%) but also more volatile factors like inventory investment, net exports and government spending. Residential investment... Read More →
January 24, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance US Produce Prices YoY w/Contributions: {ECAN<Go>} pic.twitter.com/QRsJBkUVVr — Michael McDonough (@M_McDonough) January 18, 2023 US Produce Prices MoM w/Contributions: {ECAN<Go>} pic.twitter.com/Vw0d6a4KgZ — Michael McDonough (@M_McDonough) January... Read More →
January 18, 2023
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance World Bank Cuts 2023 Forecasts and Warns of Global Recession https://t.co/1fFuyva5LH pic.twitter.com/gzCkrX0NAX — Gregory Daco (@GregDaco) January 10, 2023 Year-on-year CPI inflation in the US is... Read More →
December 28, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance #Stocks tend to bottom when leading economic indicators (LEI) bottom. The @Conferenceboard LEI -4.46% YoY in November, at the current trend they have 6 months before... Read More →
December 21, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Key Fed Takeaways: – Fed slows rate increase, as expected– But emphasizes that it will do more to restrain the economy– Rates to 5.1% next year,... Read More →
December 14, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance gm ☀️ pic.twitter.com/BPwxuCG7vA — Ramp Capital (@RampCapitalLLC) December 13, 2022 BREAKING BOOM: IT'S COOL: Headline CPI rises just 0.1%. Core CPI rises just 0.2% Economists had... Read More →
December 7, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Powell: “The time for moderating the pace of rate increases may come as soon as the December meeting.” https://t.co/YlZFha3ktg — Nick Timiraos (@NickTimiraos) November 30, 2022... Read More →
November 30, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Credit card debt is near pre-pandemic levels and this is the latest worry. What they don't tell you is consumers are using only 21% of their... Read More →
November 23, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Household Debt Rises to $16.51 Trillion on Higher Mortgage, Credit Card Balances @NYFedResearch https://t.co/IPEYVWtLeR pic.twitter.com/Im1bRNG9hR — Sam Ro 📈 (@SamRo) November 15, 2022 15% increase in... Read More →
November 16, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Huge post-CPI price action S&P +5.3% = best day since Apr 2020Nasdaq +7% = the best day since 20205yr yield biggest 1-day drop since 2009DXY -2.25%... Read More →