Stagflation Fears Renewed

January PPI came in much hotter than expected while housing starts and permits fell far short of consensus, stoking persistent fears of stagflation.  PPI came in at 0.3% MoM versus 0.1% expected.  Excluding food and energy, core PPI rose 0.5% versus 0.1% expected. Stripping out trade services, the tally rose to 0.6%, its highest print … continue reading →

Happy Thanksgiving

I want wish all our members a safe and enjoyable holiday. We will take Friday off and be back on Monday, Nov 28. Markets staged a little celebration of their own yesterday, with ES slipping back up above the 10-day moving average and 3.618 Fib – a gizzard’s throw away from the 200-day. Otherwise, not … continue reading →