Is Trueflation A Better Gauge Of Inflation?
Written by Michael Lebowitz and Lance Roberts | Jan 23, 2024 | Daily Market CommentaryWe have frequently lamented the CPI index as its underlying prices tend to lag real-time data signi...
> Read MoreWe have frequently lamented the CPI index as its underlying prices tend to lag real-time data signi...
> Read MoreThe price of Bitcoin rose over 10% in the first two weeks of 2024, peaking on January 11th. Driving...
> Read MoreVarious politicians and a Fed member have recently claimed that the recent bout of high inflation w...
> Read MoreWe have noted numerous times that corporate bond spreads, the yield premium versus U.S. Treasuries,...
> Read More"Fed Tiptoes Toward Dialing Back Key Channel of Monetary Tightening," by Nick Timiraos, appeared in...
> Read MoreThe SEC approved 11 spot Bitcoin ETFs on Thursday. Unlike the supportive messaging on most new prod...
> Read MoreThe Fed came to the banking sector's rescue in March 2023 with the Bank Term Funding Program (BTFP)...
> Read MoreAxios recently put out an article with the graph below. As shown, the wealthy, defined as the top t...
> Read MoreThere is a gap between the logic of the stock and bond markets. Most stock market analyst expectati...
> Read MoreSince 2022, credit card debt has grown 10% annually to a record high of $1.08 trillion. That is dou...
> Read More"U.S. (corporate) high-yield bonds have sold off at the fastest pace since March, when traders were...
> Read MoreSince January 2022, nominal GDP has grown by $2.5 trillion or 5.77% annually. Such a growth rate is...
> Read MoreQuite often, year-end trading is not a function of recent economic trends, earnings projections, or...
> Read MoreOur first article of the year, January Stats & New Year Investing Resolutions for 2024, provide...
> Read MoreHappy New Year! To get an idea of what may lie ahead in 2024, we need to briefly review the market ...
> Read MoreIt’s the last trading day of 2023, and not much is happening around the market. Stocks have edged...
> Read MoreHuman capital is an important input for growth at non-manufacturing tech companies such as NVDA. It...
> Read MoreSome institutional investors must only report their holdings by the end of a month or quarter. As s...
> Read MoreCorporations predominately borrow from banks and credit investors via the corporate debt markets. M...
> Read MoreHouthi rebels are attacking Red Sea vessels and greatly limiting traffic in one of the world's most...
> Read MoreIn Tuesday's Commentary, we shared four indicators of market breadth. While they all show robust br...
> Read MorePer a Bloomberg article entitled World's Biggest ETF See Record $21 Billion Flow on Stock Rally, th...
> Read MoreThe S&P 500 is only 2% below record highs set two years ago. It appears highly likely the index...
> Read MoreThe VIX index, measuring the implied volatility of the S&P 500, is now at its lowest level sinc...
> Read MoreFollowing Wednesday's Fed meeting, ZeroHedge aptly titled an article, "Santa Powell Unleashes Globa...
> Read MoreThe Fed's pause since the last rate increase is five months old. To help appreciate the tightrope t...
> Read MoreThe Nasdaq rebalanced its holdings as expected yesterday. However, investors were not expecting the...
> Read MoreThe US now accounts for the most oil production in the world. Importantly, as we share in the graph...
> Read MoreThe Fed offers banks and money market funds reverse repurchase agreements (RRP) to drain excess liq...
> Read MoreJP Morgan CEO Jamie Dimon testified to Congress on Wednesday in a routine meeting about the banking...
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