
My Favorite Inflation Gauge for Trading & Investing (Market Video Update)
As an indicator for trading and investing purposes the headline inflation statistic of the Consumer Price Index (CPI) is suboptimal. Something called the Breakeven Inflation
As an indicator for trading and investing purposes the headline inflation statistic of the Consumer Price Index (CPI) is suboptimal. Something called the Breakeven Inflation
After a -23% drop year to date and breaking to fresh lows this week, the S&P 500 is entering what we believe to be the
Energy stocks as a sector have been the outstanding outperformer in equities in 2021 and year to date in 2022. We have now however entered
Inflation expectations (breakeven inflation) still making lower highs today; https://t.co/Kca8R3yUk9
Read MoreHere's the monthly chart of 10 year Treasury Note yields...appears a good spot for yields to back off; https://t.co/4q3PnGdTSt
Read MoreReminder of what a typical 60-40 portfolio looks like in terms of correlation to the S&P 500...; https://t.co/QUJmxdHTQ0
Read MoreOpen the windows… $qqq https://t.co/cmINC02vsY
Read MoreNY Fed Manufacturing numbers just missed by a country mile....building on the recession probability; https://t.co/uiur61TuHd
Read More