Pressure on the Fed Rises as the CPI Hits a 40-year High
The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 2022 was up 0.6% and 7.5% year over year. St. Louis Federal Reserve Bank President James Bullard said he’...
11 Feb 202239min
Between "Inflation and Deflation" Lies More Volatility
Japan Machine Tool Orders, the best leading indicator of the global industrial cycle, accelerated in January. And recent data suggest the backlog at Los Angeles Port may begin to ease by summer. At th...
10 Feb 202234min
Did Macron Convince Putin Not To Invade Ukraine?
President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There’d be no further escalation of the Ukraine crisis....
9 Feb 202238min
Can Small-Cap Stocks Help You Beat Inflation?
The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of it came in the first quarter. And weakness over the ensuing nine months carried into the first month of ...
8 Feb 202236min
Exploring China's Political and Economic Climate
Mike Green sits down with Louis Vincent Gave, CEO of Gavekal Research, to examine the political and economic climate of China. They look at China's 'outsized' role in the world and what impact joining...
7 Feb 20221h 27min
Post-Trade Analysis: Long Position SONY/Short XLK
Weston Nakamura closes his long Sony Corp. (NYSE: SONY)/short Technology Select SPDR Fund (NYSE: XLK) market-neutral pair trade, as SONY shares rallied following an intraday trading halt on news of it...
6 Feb 202215min
"Whiplash Week" Ends With a Jobs Jolt
It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisions to prior months’ reports put a fresh glow on the U.S. economy – and also invited questions about Fed...
5 Feb 202236min
The ECB Joins the Inflation Fight
European Central Bank President Christine LaGarde now concedes the potential need for a rate hike in 2022 in the face of record-high inflation on the Continent, the same day the Bank of England announ...
4 Feb 202236min
