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TURNAROUNDS: Charlie Munger of Berkshire Hathaway (NYSE:BRKa) (BRK.b) once said turning around a struggling business was ten-times harder than people think. Yet it is one of the most popular...
Stocks rallied on Monday, ahead of an eventful two days. Meanwhile, the market is also busy repricing its rate path for the Fed policy, with Fed Futures now seeing fewer than three rate cuts in...
Headline inflation should fall back on Wednesday Food inflation should fall back rapidly Headline inflation should fall below 2% in April or May Services inflation should fall further in the second...
US markets retreated once more ahead of a week where the words, rather than the actions, of the Federal Reserve will take centre stage. The Fed’s two-day policy meeting will begin tomorrow,...
DEBT: The world’s rising debt mountain is a worry, but comes with silver-linings. The bad news is that the mountain grew to over $300 trillion last year. Equal to $39,000/person on the planet. As...
Week Ahead, March 18-22nd MON: Chinese Retail Sales (Feb), EZ Final CPI (Feb) TUE: BoJ Announcement, RBA Announcement; German ZEW Survey (Mar), Canadian CPI (Feb) WED: FOMC Announcement, PBoC LPR, BCB...
A new round of nowcasts continue to estimate that US economic activity will downshift in next month’s release of first-quarter GDP data. Today’s revised estimate is based on the median for a set of...
Stocks finished the day lower following a hotter-than-expected PPI report, which sharply increased rates and the dollar, helping widen credit spreads. The 10-year rate rose by ten bps on the day, and...
The mixed news on inflation earlier this week and today didn’t help, but neither did sticky inflation news derail expectations that the Federal Reserve will start cutting interest rates in June. Yet...
Stocks finished mostly lower on the day, with the S&P 500 dropping 19 bps and the NASDAQ 100 falling by 83 bps. Today, we get PPI and Retail sales, and based on the VIX 1-Day, the market...
February's CPI report came in hotter than expected for the second straight month. Sticky inflation suggests the Fed could delay an anticipated June interest rate cut despite the market’s...
Social media users claiming to be Bougie Broke share pictures of their fancy cars, high-fashion clothing, and selfies in exotic locations and expensive restaurants. Yet they complain about living...
I must say that I didn’t see this one coming. Credit where credit is due, though: while Street economists were just a little low (consensus was +0.40% headline, +0.30% core), the CPI swap market at...
Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite. Such isn’t surprising given the evolution of the market into a...
Today's spotlight is on the crucial US CPI report, with estimates suggesting potential declines in both the monthly and annual core CPI. Market expectations project a decrease in the annual Core...