Two “Data” items today: Topic #1: The dollar and crude oil prices as proxies for investor confidence in the strength of global economic recovery. There is some interrelation here, of course: oil is pretty much only priced in dollars around...
Mother’s Day, less than 2 weeks away, will give us a good look at whether America’s ongoing vaccination rollout is starting to encourage consumers to shift their spending habits back to pre-pandemic norms. This is an important secular...
Excerpt from the Financial Times quoting DataTrek Research: …. “Many of the world’s largest companies, from General Electric to Facebook, report quarterly earnings in the coming days. A quarter of the constituents of the S&P 500...
Most US airline stocks have struggled to break out past their mid-March post pandemic highs despite the domestic economy continuing to reopen. What’s going on here, and what does it say about the real state of the US consumer? Let’s start...
Three Data topics today: Topic #1: US corporate taxes and midterm elections through the lens of PredictIt, an online small-money wagering market we use as a rough proxy for market sentiment. First up, PredictIt has a new contract titled “What will...
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “Ever since they reached adulthood, millennials have gotten a lot of blame for a lot of things. Recently, through the dreary days of the pandemic lockdown, they’ve taken...
