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Why We’re Confident We’ll See 2% U.S. Inflation Within Months

Why We’re Confident We’ll See 2% U.S. Inflation Within Months

Image Source: Pexels We’re increasingly confident we’ll see a 2% headline inflation rate in the States by the summer of next year. Interest rate hikes appear to be working, and we reckon the next move by the Fed will be a rate cut should the economy need a helping hand in 2024. Read James’ full report hereVideo […]
Retail Earnings Loom: What’s In Store?

Retail Earnings Loom: What’s In Store?

Image Source: Unsplash It didn’t take Walmart (WMT – Free Report) long after its disappointing quarterly report in May 2022 to regain its mojo. That quarterly report had laid bare the company’s failure to be ready for the post-Covid consumer world, resulting in inventory overhang in some product categories.A few days after the Walmart report, it turned out […]
Magnificent Market Moves Or A High-Stakes Gamble?

Magnificent Market Moves Or A High-Stakes Gamble?

Image Source: Unsplash— correlation kicks in and markets fly — pay attention to Nasdaq Expected Moves! — Fed speaks markets do not listen — Bond markets / auctions matter — Big economic data week (CPI report)SPX Expected Move — — last week —  62.04  (expected move) — next week–  63.82 (expected move)Video Length: 00:20:24More By This Author:Market […]
Stocks And Precious Metals Charts – Inflation Data Next Week

Stocks And Precious Metals Charts – Inflation Data Next Week

It was definitely a risk on day as stocks went roaring higher.Fearless, into the weekend.Gold and silver were under quite a bit of pressure, and went out near the lows.VIX fell.The Dollar fell a bit.So is it blue skies ahead, with a Goldilocks economy in a calm and peaceful world?Or whistling past a graveyard for […]
Growth Nowcasts For Q4

Growth Nowcasts For Q4

Atlanta Fed, NY Fed, and St. Louis Fed are for 2.1%, 2.51%, and 1.9%, SAAR respectively.Figure 1: GDP as reported (bold black), GDPNow of 11/8 (blue square), NY Fed nowcast as of 11/10 (green inverted triangle), St. Louis Fed news nowcast (brown triangle), WSJ survey mean (bold dark red), 20% trimmed low of WSJ survey fm […]
Moody’s Cuts USA’s AAA Rating Outlook To ‘Negative’; Treasury “Disagrees”

Moody’s Cuts USA’s AAA Rating Outlook To ‘Negative’; Treasury “Disagrees”

Who could have seen that coming?After a disastrous 30Y bond auction this week, a collapse in Treasury market liquidity, and an accelerating rise in the market’s perception of the United States’ credit risk, Moody’s has just cut its outlook on US credit ratings to negative from stable.Source: BloombergThe key driver of the outlook change to negative […]
Market Talk – Friday, Nov. 10

Market Talk – Friday, Nov. 10

ASIA:Prices are declining again in China, raising concerns about the possibility of deflation as households and businesses remain cautious about spending. State-controlled banks are injecting money into the construction of more factories, but the drop in prices may lead to a situation where companies and workers receive less money for their goods or work while […]
Stocks Enjoy Daily, Weekly Wins As Yields Settle

Stocks Enjoy Daily, Weekly Wins As Yields Settle

Wall Street finished strong today, closing out Friday with daily and weekly wins. Treasury yields steadied as the Dow surged 391 points for its highest close since Sept. 20. The S&P 500 and Nasdaq also closed at their highest levels since Sept. 19 and Sept. 14, respectively, with all three major indexes logging their second straight weekly […]
5 Classic Value Stocks That Also Have Growth

5 Classic Value Stocks That Also Have Growth

Image Source: Pexels Stocks remain cheap after the recent stock market correction but what about cheap stocks that also have earnings growth?That’s a rare combination.Or is it? Screening for Classic Value Stocks Tracey ran a screen that is on Zacks “Basic” screens called “Classic Value Stocks with Growth.” Sounds simple, right?It looks for stocks with high […]
Investing Strategies For Income: Bonds Vs. Stocks

Investing Strategies For Income: Bonds Vs. Stocks

Image Source: Unsplash In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss different strategies for income investors in the current high-interest rate environment – bonds vs. stocks. He will explore the trade-offs between buying bonds and stocks, and whether a combination of both is a good approach. Chuck will also analyze […]