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Don’t look now but inflation is peaking
Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher,... read more →
June 23, 2022
Demand destruction underway
As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based... read more →
June 21, 2022
What does “demand destruction” look like? Softer retail sales data
The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of... read more →
June 15, 2022
It’s the end of speculation as we know it
Elevated inflation and a Fed that is way too far behind the curve is where we find ourselves today. The Fed... read more →
June 14, 2022
23Jun
Don’t look now but inflation is peaking
Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher, credit spreads wider. For.. Read More →
21Jun
Demand destruction underway
As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based on data released.. Read More →
15Jun
What does “demand destruction” look like? Softer retail sales data
The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of economic demand. In.. Read More →
14Jun
It’s the end of speculation as we know it
Elevated inflation and a Fed that is way too far behind the curve is where we find ourselves today. The Fed most likely will.. Read More →
Don’t look now but inflation is peaking
Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher, credit spreads wider. For the past.. Read More →
Demand destruction underway
As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based on data released this morning,.. Read More →
What does “demand destruction” look like? Softer retail sales data
The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of economic demand. In 2020 and.. Read More →
Don’t look now but inflation is peaking
Higher prices have led to tighter financial conditions. Mortgage rates up a lot, gasoline prices up a lot, UST yields higher,... read more →
June 23, 2022
Demand destruction underway
As the latest sign that the economy is slowing down, the once red-hot housing market is starting to sputter. Based... read more →
June 21, 2022
What does “demand destruction” look like? Softer retail sales data
The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of... read more →
June 15, 2022
It’s the end of speculation as we know it
Elevated inflation and a Fed that is way too far behind the curve is where we find ourselves today. The Fed... read more →
June 14, 2022
Why outsource?
There are a wide range of investment outsourcing options available to advisors these days. Undoubtedly, the right one is out... read more →
June 14, 2022