Two “Data” items today regarding issues recently in the news: Topic #1: US Home Prices – how long can increases continue at this pace? Today, the Case-Shiller National Home Price Index…
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VIX’s 1H 2021 Prediction, Measuring Inflation 2 Ways
A bit of a smorgasbord of Data topics today, but each with a direct read-through to US equity markets, economy, and Fed policy. #1: This is the one time of…
Mobility Data From US, Europe, Asia
It seems like not an hour goes by now that we don’t hear about fresh curbs on economic activity as countries and cities around the world try to curb the…
Barron's: "More Zombie Companies Have Cropped Up During the Pandemic. Why Concerns Are Overblown."
Excerpt from Barron’s quoting DataTrek Research: …. “The issue of zombies companies isn’t new, however. The International Monetary Fund, in a report cited by Yardeni Research, feared in October 2019…
Mobility Data From US, Europe, Asia
It seems like not an hour goes by now that we don’t hear about fresh curbs on economic activity as countries and cities around the world try to curb the…
Would You Take The Vaccine? Many Say “No” …
Investors welcomed Pfizer/BioNTech and Moderna’s virus vaccines showing +90-95 percent effectiveness rates, but there’s still another piece of the puzzle to evaluate: will enough Americans be willing to get a…