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Indeterminate Macroeconomic Landscape

Indeterminate Macroeconomic Landscape

MARKETSThe financial markets experienced a lack of direction as equities and bonds meandered aimlessly into the weekend following a series of inconclusive data releases from the U.S. economy.For those seeking macroeconomic clarity, the situation remains pretty elusive. While there is a plausible argument that the U.S. labor market has effectively normalized, uncertainties persist in a […]
Current Analysis: Medical Facilities (MFCSF)

Current Analysis: Medical Facilities (MFCSF)

Medical Facilities Corp (OTC:MFCSF) owns a diverse portfolio of surgical facilities in the United States.The company was founded in 2004 and is headquartered in Toronto, Canada. The corporation’s operations are based in the United States.Through its wholly-owned subsidiaries, the company owns controlling interests in four specialty hospitals and six ambulatory surgery centers. The hospitals offer a range […]
Financial Markets Forecast For 2024

Financial Markets Forecast For 2024

The stock market trading year 2023 is over, and it is time for my financial markets forecast for this coming new year. I noticed that the New York Times last week ran a big story about a popular CNBC talking head and his forecast for big gains for 2024. The story said that he was “correct” […]
Finding The Echoes Of 1948’s Inflation In Today’s Inflation 
                    
The Federal Reserve on the Sidelines of Late 1940s Inflation
Inflation Today

Finding The Echoes Of 1948’s Inflation In Today’s Inflation The Federal Reserve on the Sidelines of Late 1940s Inflation Inflation Today

In “Want to Understand 2024? Look at 1948“, the New York Times drew some fascinating parallels between today’s economic and political climate and the era leading to Harry Truman’s surprise victory over Thomas Dewey in the 1948 Presidential election. One key quote summarized the context: “in the era of modern economic data, Harry Truman was […]
Super Cycles Do Not Just Fade Away

Super Cycles Do Not Just Fade Away

Freepik On inflationI like this quote-“Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core inflation likely to settle near 3%, which won’t resolve the immaculate disinflation debate.”And this quote does not include the steep rise in shipping costs of late.Note the move in costs as of early […]
Weekly Market Outlook – Cracks Are Starting To Show 
                    
 

Weekly Market Outlook – Cracks Are Starting To Show  

FreepikThe market’s nine-week win streak firmly ended last week, with the S&P 500 tumbling 1.5%. That’s enough to start a setback, and there’s certainly plenty of room for more profit-taking from here. And yet, it’s still too soon to say the budding bull market is dead. It was due for a breather anyway.The bigger worry […]
What’s The Actual Strength Of The Labor Market? CPS Vs CES Vs ADP Vs ISM

What’s The Actual Strength Of The Labor Market? CPS Vs CES Vs ADP Vs ISM

Some commentators have focused on the sharp declines in civilian employment as well as the ISM services employment diffusion index as signaling greater weakness than suggested by the establishment survey.FreepikIn particular, the fact that the BLS birth-death model is accounting for a large share of total growth is worrying (see Forbes, e.g.). In point of fact, […]
Coffee: Weekly Forecast 7th January – 13th January

Coffee: Weekly Forecast 7th January – 13th January

Image Source: PixabayCoffee prices dropped lower last week in an incremental manner and went into this weekend at its low around the 182.60 price. When trading opens tomorrow the cash price is certain to see some early volatility as large players within the coffee market return from their long holiday vacations. The price of coffee was trading […]
Door Falls Off Mid-Flight: Is Cutting Corners Boeing’s Top Priority?

Door Falls Off Mid-Flight: Is Cutting Corners Boeing’s Top Priority?

Image Source: UnsplashIn the wake of yet another cost-cutting Boeing (BA) fiasco, one must wonder what the top priority is at Boeing.Boeing 737 MAX 9s GroundedThe Seattle Times reports Boeing 737 MAX 9s Grounded After Alaska Airlines In-Flight Blowout. Following the serious incident Friday when a part of a Boeing 737 MAX 9 fuselage blew out at […]
Amazon Installs Its First Low Carbon Hydrogen Electrolyzer At Colorado Fulfilment Center

Amazon Installs Its First Low Carbon Hydrogen Electrolyzer At Colorado Fulfilment Center

Image Source: UnsplashHydrogen and fuel cell solutions company Plug Power (PLUG) announced it has completed the installation and commissioning of an electrolyzer system at an Amazon (AMZN) fulfillment center in Aurora, Colorado, enabling the company to produce low-carbon hydrogen to power equipment at the facility.Hydrogen is viewed as one of the key building blocks of the […]