Deflation: Not Too Early To Worry
The latest data on Chinese inflation was out today, raising concerns on the state of China’s economy and sparking fears of impending deflation. Four points to consider from local press sources: …
Where Will US Stocks Trade in a Recession?
Paul Samuelson’s old saw that “stock markets have predicted 9 of the last 5 recessions” isn’t so funny just now. The Nobel Prize winning economist made the comment in a 1966 …
Robin Williams, Amazon, and M&Ms
Online survey company YouGov is one of the most prolific providers of consumer sentiment we know. More importantly, their work is really solid. For example, their surveys showed “Leave” winning just …
Barron’s: “When the Fed Chair Speaks, the Market Moves. Data Proves It.”
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “he latest New York Fed research builds on an older 2011 Fed study by the same authors, which discovered the Fed Drift. …
Washington Post: “Stocks tank as ‘Tariff Man’ sows confusion over U.S.-China trade”
Excerpt from The Washington Post quoting DataTrek’s Nick Colas: …. “The phenomenon has accurately predicted each of the nine recessions since 1955. And Trump’s trade turbulence could be contributing to a repeat of …
Reuters: “One part of the U.S. yield curve just inverted; what does that mean?”
Excerpt from Reuters quoting DataTrek’s Nick Colas: …. “And, even if the latest kink in the yield curve is indeed the first signal of a downturn as many suspect, it …
US News: “5 Tips To Handle Stock Market Volatility”
Excerpt from US News quoting DataTrek’s Nick Colas: …. “DataTrek Research co-founder Nicholas Colas says volatility can serve as a helpful reminder to keep your market optimism in check. “Price …
Crain’s NY: “Bond market signals a looming recession”
Excerpt from Crain’s New York Business quoting DataTrek’s Nick Colas: …. “The indicator is an inverted yield curve, which means the cost of borrowing money for a few months costs …
Zero Hedge: “Neurotic Market: S&P Has Risen Or Fallen By 1% Or More On 20 Days This Quarter”
“Submitted by Jessica Rabe of DataTrek Research Yesterday’s market action was a rather underwhelming performance given the trade war truce between Presidents Trump and Xi over the weekend, but it was …
Amazon’s Cashierless Store: Good, Bad, And Ugly
The Wall Street Journal’s article today titled “Amazon Tests Its Cashierless Technology for Bigger Stores” was the most important disruption-related story of the day. As a reminder, this is the same …
