consumerprices
Bloomberg is in the spotlight for an article published Saturday that suggested American people should spend more and borrow money. The piece was ridiculed on Twitter by Sen. Ted Cruz’s advisor Omni Ceren and by other users on the social media platform. Q3 2021 hedge fund letters, conferences and more Bloomberg GaffeAn article titled “For Americans Shocked by Inflation, Argentines Have Some Advice,” written by reporters Ignacio Olivera Doll and Patrick Gillespie, incensed a set of Twitter users after suggesting that people should spend their paycheck straightaway on food and other family basket...
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In hisDaily Market Notes report to investors, while commenting on unemployment claims, Louis Navellier wrote: Q3 2021 hedge fund letters, conferences and more Consolidation PhaseThere seems to be a hesitancy in the market as we get to the end of the earnings season despite the overall very strong results in general. This week, retailers posted very strong results and eased concerns that Christmas will be weak due to poor inventory due to logistics issues. Now that there are no more serious positive earnings announcements to look forward to, the market appears to be in a short-term consolidatio...
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As inflation continues to rise, the increasingly frequent sellofs of both stocks and bonds are severely limiting diversification opportunities for investors. However, investors can find opportunity in “commodity currencies,” notes Christoph Schon, Senior Principal, Applied Research at Qontigo. Q3 2021 hedge fund letters, conferences and more A Further Increase In Inflation ExpectationsSince the last FOMC meeting, the 10-year US Treasury yield has climbed 0.25%, almost all of which could be attributed to a rise in the corresponding breakeven inflation rate. Christoph notes a further increase in...
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Euro zone inflation increased 3% in August from the same month last year and is bound to reach its highest reading in 10 years. The European Central Bank (ECB) will meet on September 9 to discuss its asset purchase program. Q2 2021 hedge fund letters, conferences and more Euro Zone InflationThe increase also thrashed ECB’s expectation of 2%, after a 2.2% jump YoY in June, and according to Eurostat, it was driven by the 15.4% increase in the energy sector. On Monday, Germany reported a consumer price increase of 3.4% in August, the highest since 2008, while France also hit an inflation peak nev...
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According to economists, consumer inflation for July is expected to be the highest ever since the pandemic started, indicating that the harsh increase in consumer prices has stretched to the peak. Q2 2021 hedge fund letters, conferences and more Consumer Inflation To PeakAs reported by CNBC, the consumer price index for July is expected to increase by 0.5% “or a gain of 5.3% year over year, according to Dow Jones.” CPI saw a 0.9% rise in June or 5.4% YoY, the greatest monthly rise since August 2008. “Excluding energy and food, economists expect CPI rose by 0.4% last month, compared with the 0....
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Is inflation really happening? Depending on the source you turn to, some will say yes. Take a look at gasoline prices and the rising cost of lumber. Even the gold price today is resuming its steady climb. Although Powell continues to assert that inflation is not yet a problem, it does not seem that major companies are keeping calm. From Wells Fargo to BlackRock, it appears that companies are looking out for their own interests at this time. So, what does this all mean for the average investor? Can assets like gold and crypto help you? Q2 2021 hedge fund letters, conferences and more Inflation ...
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__FORECASTS & TRENDS E\-LETTER__ by Gary D. Halbert Q1 2021 hedge fund letters, conferences and more June 15, 2021 IN THIS ISSUE: 1. US Inflation Highest in 13 Years As Prices Surge 5% 2. Fed Still Says Price Rise “Transitory” & Will Normalize 3. The Supreme Court Seriously Reins in the IRS – Good! OverviewWe’ll touch on several bases today. We begin with last week’s surprising report on inflation in May, which saw consumer prices rise the most in 13 years. For the year ended in May, the CPI surged at an annual rate of 5%, well above the pre-report consensus. As I’ve explained in recent weeks,...
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Crescat Capital commentary for the month of March 2021, titled, “A Collision of Macro Narratives.” Q4 2020 hedge fund letters, conferences and more Dear Investors: Two diverging schools of macro thoughts are prevalent today. One calls for a “Roaring 20s” redux while the other believes in a forthcoming liquidity crisis. Both narratives have valid points and flaws. To be clear, we find ourselves right in between the two. Let us elaborate. The central argument of the reflationary thesis is that a pent-up demand from consumers will likely cause explosive growth in the economy similar to the early ...
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