The S&P 500 finished January down 5.3 pct, one of the 5 worst performances for this month since 1980. As we continue to note, that’s one cautionary sign for 2022 because history shows January’s performance is generally indicative of...
Published 1/30/22 Two “Data” items today: Topic #1: Two points about what Fed Funds Futures are saying about US monetary policy in 2022: First: the odds of a 50 basis point increase at the March meeting stands at 9 percent, up from 5 pct a week...
Crain’s New York Business interviewed DataTrek co-founder Nick Colas on everything from his bull case for US equities to his best sector picks for 2022. Here’s an excerpt from the interview with Nick’s thoughts on Bitcoin: “I...
Excerpt from Yahoo Finance quoting DataTrek co-founder Nick Colas: …. “We are now entering a period where the Federal Reserve will engage in a never-before-seen experiment: raising interest rates off zero and reducing the size of its...
Excerpt from Bloomberg Quint quoting DataTrek’s Nick Colas: …. “With predictions for rising interest rates putting pressure on valuations, it’s critical that technology companies beat earnings estimates that are rising, according...
Three “Data” items today: #1: WTI crude prices remain strong at $87/barrel, but with all the talk about inflation recently we wondered how that price compares to inflation-adjusted oil prices from past cycles. Here’s the answer: Right...
