Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up 5.4% q/q (saar) and 4.1% y/y. Today, they both rallied despite a hot Q1 unit labor costs inflation report. We agree with the markets’ response to today’s news because it is consistent with our view that inflation…
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
Good Sunday and welcome back Finom Group investors and traders. “Steady as she goes” or “So far so good?”...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
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