9 Apr 2024
Will the big deflationary wave out of China offset the inflationary pressures stemming from rising oil prices and hot job market in the US?
Source: Michel A.Arouet
8 Apr 2024
And the Winner is…
Via @PendulumFlow thru Michel A.Arouet
8 Apr 2024
US inflation has officially been at 3% or higher for exactly 3 years.
The Average American is now paying nearly 40% MORE for groceries than what they were paying in 2019. Over 100 food items have seen inflation above 50% since 2019...
8 Apr 2024
Early retirements surged again in late 2023 with the gains in the stock market and home prices, leading to a record 2.7 million excess retirees in the US.
Source: Bloomberg, Charlie Bilello
8 Apr 2024
Torsten Slok at Apollo is sticking to his view that there will be no US rate cut this year...
Source: Markets & Mayhem, Apollo
8 Apr 2024
Top Companies by Revenue - Now vs. 3 Decades Ago
Source: Visual Capitalist thru Win Smart
8 Apr 2024
The Q1 reporting us earnings season kicks off next week with the banks reporting on Friday.
Below is a sneak preview of what's to come during the first three weeks. Note: companies marked with * are currently unconfirmed. Watch for: $MSFT, $TSLA, $AMZN, $GOOGL, $META, $TSM, $JPM, $XOM, $MA, $V, $NFLX, $CAT, $ASML and more Source: Wall Street Horizon
4 Apr 2024
In the us, soft data (less reliable) has surprised to the upside a lot more than the hard data (more reliable) since the start of the year.
Source: Bob Elliott, The Daily Shot
