Two “Data” items today: Issue #1: Inflation expectations ahead of Thursday’s Consumer Price Index report for May 2021 and the FOMC meeting next week. The bond market’s expectations of future US inflation have gone nowhere in over 2 months,...
Two “Data” items to discuss with you today: #1: Comparing current US home price trends to prior recessions and recoveries. This chart shows the S&P/Case-Shiller US National Home Price Index back to 1987, indexed to 100 in January of that...
Even though Friday’s Jobs Report printed the lowest unemployment rate since the start of the pandemic, at 5.8 percent, it was broadly disappointing. Job growth was only 599,000 positions versus expectations of 671,000 and a whisper number of...
Two “Data” topics to discuss with you today: Item #1: May price performance data across asset classes, geographies and US large cap equity sectors, with a few comments on each. First up, major asset classes with YTD price performance also noted:...
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.