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Bonus Content: China In 10 Charts
(1) Chinese consumers are depressed.
(2) Home prices are falling in China.
(3) Chinese stock prices are on downward trends…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
241 posts
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The Economic Week Ahead: August 26-30
This week will include the first clues on the economy's performance in August. We're expecting to…
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Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
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Are Grocery Stores Price Gouging?
Today, Target CEO Brian Cornell said that there's no room for price gouging in a super competitive business…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Immaculate Disinflation!
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
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Big Mac Confirms Weak Global Economy Is Facing More Deflation
Consumers around the world have cut back on buying Big Macs at McDonald's. The company reported its first…
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Lots of Moving Parts
The stock market started to rotate out of LargeCaps and into SMidCaps after June's CPI was released on…
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The Economic Week Ahead: July 22-26
The week ahead is jampacked with key economic indicators, including the first read on Q2's real GDP and…
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Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
