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How Do Inflation Expectations Impact Wages And Future Consumer Inflation?

How Do Inflation Expectations Impact Wages And Future Consumer Inflation?

Inflation expectations from the New York Fed, actual inflation from the BLS and BEA, chart by MishChart Notes The Median Point inflation prediction and the median look ahead prediction are from the New York Fed Survey of Consumer Expectations. The Consumer Price Inflation (CPI) is measured by the BLS. The Personal Consumption Expenditures (PCE) price index […]
Stocks Start December With More Gains

Stocks Start December With More Gains

Wall Street picked up right where it left off in November today, with the Dow, S&P 500, and Nasdaq all kicking off December with solid wins. The blue-chip scored its fourth win in a row and closed at its highest level since January 2022, while the S&P 500 closed at 2023 highs. Thanks to renewed […]
Five Best Performing Stocks Of The Top ETF Of November

Five Best Performing Stocks Of The Top ETF Of November

Image Source: Unsplash ARK Innovation ETF (ARKK – Free Report), which provides thematic multi-cap exposure to innovation across sectors, has gained 35.2%, becoming the best-performing ETF of November.The technology sector roared back last month and dominated the stock market rally once again. This surge is primarily driven by a decline in yields on optimism that the Fed’s aggressive interest […]
AskSlim Market Week – Friday, Dec. 1

AskSlim Market Week – Friday, Dec. 1

Image Source: Pixabay Projections for the next week. review of the previous in today’s episode of the askSlim Market Week.Video Length: 00:41:45More By This Author:AskSlim Market Week – Friday, Nov. 24 AskSlim Market Week – Friday, Nov. 3 AskSlim Market Week – Friday, Oct. 20
It’s Time To Bust The Myth Of Fed Omnipotence

It’s Time To Bust The Myth Of Fed Omnipotence

Image Source: Pexels Economists, investors, businesspeople, and yes, even our wise politicians seem to believe that the Federal Reserve, using its various “tools” to create money out of thin air (which is illegal for mere mortals like us), can control the economy and financial markets any way it likes.In particular, these people believe that the Fed […]
Inflation Eases In Australia. Is The End Of The RBA’s Rate-Hiking Cycle Near?

Inflation Eases In Australia. Is The End Of The RBA’s Rate-Hiking Cycle Near?

Video Length: 00:06:16 On the latest edition of Market Week in Review, Investment Strategist Alex Cousley and ESG and Active Ownership Analyst Zoe Warganz discussed recent inflation numbers from Australia, the U.S., and Europe. They also reviewed the latest economic headlines from China and chatted about the recently announced oil production cuts by OPEC+ (Organization […]
It’s Not Working, CCP!

It’s Not Working, CCP!

While our own markets made ungodly lifetime highs day after day, the also-propped-up-by-the-government Chinese stock market isn’t having quite the same success. Indeed, the FXI peaked in February 2021 and is down over 50% (!!!!!!!!!) from that level. Putting it another way, the FXI is the same price now as it was in 2007. And remember, that’s with unlimited government support and direct purchases by the government of ETFs! Maybe the […]
November Winners

November Winners

The average stock in the large-cap Russell 1,000 rose 9.77% in November. There were 38 stocks in the index that gained more than 30%, 14 that gained more than 40%, and seven that gained more than 50%.Below are the 30 stocks that rose the most in November. For each name, we also include its market cap, its […]
The Fed’s Rate Cut Dilemma: Anticipating The Fed’s Next Move

The Fed’s Rate Cut Dilemma: Anticipating The Fed’s Next Move

Image source: Pixabay In this short clip from Macro EDGE Roundup from 11/30/2023, Samantha LaDuc and Craig Shapiro discuss the market’s anticipation of a rate-cutting cycle by the Federal Reserve, possibly starting as early as March. They explore various reasons behind this market expectation, including the economic slowdown and the need for corporates to refinance. The […]
Macro: Construction Spending

Macro: Construction Spending

Construction spending growth accelerates again.  This is all about non-residential construction spend which is growing at 20% yoy whereas residential spend is only growing by 1% but is at least finally a positive contributor. To be fair, the additive growth top GDP has been impressive, but it is waning. November 2022 was a big contributor […]