The Capital Sponge Thank you to a subscriber for sending this along. The Capital Sponge by Lyn Alden I used to write about stuff like
Tag: Economy
Beneath the CPI, a little whiff of Stagflation
CPI ramps, but real hourly earnings decline Okay, it’s another ‘Inflation Friday’ as the November CPI ramps (click graphic, get report)… So the headline is
Payrolls +230k, a ‘disappointment’
November Payrolls +230,000 vs. 573,000 estimate Of course, it’s all about the Fed, eh? With a side order of Omicron. Click the graphic below, get
When the tight economic rope slackens [w/ edit]
[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
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,
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
Goldilocks still…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not
NFTRH 663, Out Now
NFTRH 663 is loaded with valuable information for this very moment in time because we are at a macro decision point and only work done
Gold’s inflation utility
Gold is okay, but not yet unique There are times when gold is an okay inflation hedge, while under-performing the likes of industrial metals, oil/energy,
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 Cools (for now), Stag Awaits
To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I’ve got tattooed
Semi Chip Making Capacity Initiative
Calls for funding US chip production The market will show me to be wrong if the likes of AMAT and LRCX break down. I hold