12 Mar 2025
Bonds don't love the cooler-than-expected February CPI report
Weakness in airfares may not show up in the PCE, the Fed's preferred gauge, which pulls that price data from the PPI And still-firmer goods prices could lead to core PCE, for a change, running higher than core CPI Source: Nick Timiraos @NickTimiraos
12 Mar 2025
The US dollar is off to its worst start of the year in decades.
Source: The Daily Shot
12 Mar 2025
US inflation comes in lower than forecast:
Headline CPI slows to 2.8% in Feb from 3% in Jan, smallest since Nov2024, Core CPI cools to 3.1%, lowest since Apr2021. Housing inflation cools; airfares and pump prices drop. BUT: Inflation data doesn’t yet reflect tariff impact. Source: HolgerZ, Bloomberg
12 Mar 2025
The United States now accounts for just 0.1% of global shipbuilding… 0.1%
Meanwhile, China alone is 53%+. (h/t: @BrianTHart) thru Geiger Capital
12 Mar 2025
U.S. stock returns after declining 10% or more
Source: George Maroudas, CFP® @ChicagoAdvisor
12 Mar 2025
Here are the countries that own the most US debt
Source: Visual Capitalist
11 Mar 2025
Trump’s approval rating goes negative for first time in second term
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11 Mar 2025
Five of the billionaires who attended Donald Trump's inauguration have lost a combined $210 billion in wealth since then, according to the Bloomberg Billionaires Index.
Source: Bloomberg Markets
