The Battle Against Inflation is Far From Over
U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lake is joined by Peter Boockvar, the CIO of Bleakly ...
16 Feb 202336min
Is the Options Market Calling Off Recession?
U.S. retail sales numbers came in much stronger than expected after yesterday’s still-sticky inflation print. The stock market remains range-bound as investors consider the next directional catalyst. ...
15 Feb 202336min
Are Markets Too Complacent About Inflation?
U.S. inflation rose 6.4% YoY last month, down from 6.5% in December but above expectations while monthly inflation rose 0.5% — the biggest increase in 3 months. Stocks largely shrugged in response, as...
14 Feb 202336min
Markets Turn Their Gaze to CPI
U.S. equities pushed higher as investors look ahead to tomorrow morning’s U.S. CPI print. Ash Bennington sits down with Dave Floyd, founder of Aspen Trading Group, to discuss today’s price action and ...
13 Feb 202338min
Beer with Tony Greer
In this 90-minute AMA-style show, the Morning Navigator’s editor, Tony Greer, will answer your questions directly and offer unique insights about the current macro landscape. It’s your chance to get a...
12 Feb 20231h 32min
Why You Shouldn't Get Too Comfortable Holding Risk Assets
Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves ...
11 Feb 202324min
The Soft Landing Narrative Is a Trap (!)
All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is ...
11 Feb 202335min
Is This Rally Just a Blip?
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a wee...
9 Feb 202337min
