Three Data topics today: #1: US Food Inflation. While aggregate US good-and-service inflation remains muted (June CPI +0.7%), food inflation has been rising dramatically. This is especially true in the “Food at home” subcategory of the...
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “It will take a lot of good economic news before the Federal Reserve allows [the banks] to increase dividends or buy back stock,” Nicholas Colas, co-founder of...
Excerpt from Investor’s Business Daily quoting DataTrek’s Nick Colas: …. “Given the power of these tech giants, the tech sector (plus Amazon) could control upward of 40% of the S&P 500 by next year, up from 33.4% now,...
Excerpt from ThinkAdvisor quoting DataTrek’s Nick Colas: …. “The dollar benefited from the uncertainty around the global COVID Crisis, but the U.S. will now have to ‘win the peace’ to keep the dollar from losing more than a...
DataTrek co-founder Nick Colas was on Reuters TV discussing our latest Tech Outlook Survey on if +300 institutional investors think tech stocks are in a bubble. He also shared the two Big Tech stocks that they favor to hold for the long-term. Watch...
As we discussed in last week’s Story Time Thursday, gold is on one of its occasional streaks; today we will take another look at its current price by comparing it to the S&P 500. We show you this analysis a few times a year, and it seems...
