It will take both the US labor market fully recovering and inflation reaching 2 percent sustainably for the Federal Reserve to even consider raising near term rates. That’s the latest from…
Month: April 2021
FT: "Tech stocks outperform as investors note rise in Covid cases"
Excerpt from the Financial Times quoting DataTrek co-founder Nick Colas: …. “The Treasury market has returned to its usual steady state in recent weeks, however, as investors accepted Federal Reserve…
US Inflation: Demographics, Today’s CPI Report
Today we’ll review the latest Consumer Price Index report in depth as our main course, but let’s start with an amuse bouche: a brief look at US inflation expectations by…
Barron's: "Amid a ‘Dash for Trash,’ CCC-Rated Bonds Have the Most Upside"
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: …. “That has spurred a wave of borrowing, and demand has been especially strong in lower-rated corners of bond markets, said Nicholas Colas,…
The Street’s Fav Sectors, Gold, Inflation
Three Data items today: #1: Let’s start by circling back to the FactSet Earnings Insight report we highlighted last night for its take of which sectors Wall Street analysts think…
Barron's: "The Economic Recovery Depends on Getting Women Back to Work. Here’s Why."
Excerpt from Barron’s quoting DataTrek’s Jessica Rabe: …. “Fed officials haven’t hidden the fact that they are focused on an inclusive recovery. Thus, it behooves investors to pay close attention…