[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete
Category: Economy
Semi sector flashes a moderate warning
The Semiconductor sector has an internal warning… As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the
BLS: Jobs +235k, way below expectations
August Payrolls disappoints at 235,000; one sector would benefit So I guess that the Citi Economic Surprise Index per yesterday’s post is more concerning still,
CESI: Surprise!
Citi Economic Surprise Index continues to flash a stark warning Not that it has mattered (as with other bubble indicators) but the CESI is and
Jobs, hot off the press… +943k
July payrolls from BLS: +943k Click image, get report… The number is a little more than what the media says the markets expected, but all
May Payrolls, the Good Ship Lollipop & USD
USD drops as a tepid May Payrolls report eases inflation fears further May payrolls expanded, but not as much as anticipated. Click graphic, get report
Inflation: Going Stag
Stagflation in the offing, unless it’s not different this time… As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly
Jobs +266K, Yields Pull Back
All in the service to playing a game of ‘Hide the [inflationary] Cheese’… April’s expected hiring boom goes bust as nonfarm payroll gain falls well
A Decidedly Different Look at the ISM Report on Business
ISM’s Report on Business (RoB) blisters upward, but… My former residence within the real economy was right here, in the manufacturing base. I don’t miss
Asia Rising, US the Land of the Setting Sun?
US now finds itself on outside of two massive Asia-Pacific blocs From Nikkei Asia: Five RCEP takeaways: Asia cements grip as free trade torchbearer In
“Our Great USA Wants and Needs Stimulus”
Pardon me sir, but if the USA is so great why on earth does it need artificially concocted greatness in the form of money printing
It’s Not Just the U.S. Pulling Back From the Global Economy
China’s Politburo is not sitting idly by while Trump pushes them around. From the Nikkei Asian Review… Why China’s ‘dual circulation’ plan is bad news