With all the attention on US inflation at the moment, we got to wondering if this is just a Wall Street fixation or if there is more to it. Using Google Trends to analyze the number of US user queries that included the word “inflation”, we...
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “U.S. stocks were on the brink of a bear market, but that was so last year. The S&P 500 hurdled its record close on Tuesday, meanwhile, the Cboe Volatility Index, or...
The three-day weekend gave us a chance to attend the New York International Auto Show. If interest in personal transportation is on the wane, an ever-popular theme in newsrooms, then someone forgot to tell the thousands of people who paid...
At DataTrek we love a good time series analysis, so let’s look at Fed Funds over the last 60 years and consider what a long, strange trip it’s been: March 1959: 2.80% March 1969: 6.79% March 1979: 10.09% March 1989: 9.85% March 1999: 4.81% March...
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: …. “DataTrek’s Nicholas Colas thinks about a different kind of risk—the one that is completely unplanned for. In a recent note, he relays the story of his...
In our Markets section 2 nights ago we mentioned that Amazon is responsible for 6.7% of the S&P 500’s market value gain since November 2005. Amazon was added to the index in the that month, and since then: The value of the companies in...
