inflationexpectations
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Consumer Inflation Expectations PlummetAccording to CNBC, the declines in inflation expectations come amid tumbling gas prices and a rising belief that the rapid increases in housing and food prices would also ease. The 6.2% inflation expectation for the next year and the 3.2% reading over the next three years are still quite high based on previous surveys. Q2 2022 hedge fund letters, conferences and more However, they mark a sizable decline from the 6.8% and 3.6% readings recorded in the New York Fed's June survey. The Bureau of Labor Statistics found that food prices increased 10.4% year ove...
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A bit of selling at the open, and off to new highs – the S&P 500 bulls are taking no prisoners. The long recent consolidation has been broken, and it was again to the upside. Option traders are still having a hard time agreeing with the declining VIX, which is pointing to them serving as still some more cannon fodder next in the bullish advance. In fairness though, it can‘t be denied that the average put/call ratio has been rising over the last 3 months. Q1 2021 hedge fund letters, conferences and more Still, that doesn‘t change the reality that my reasonably and justifiably aggressive long po...
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Stocks went on to push higher yesterday – the pressure is building. Trends in place since last week, remain in place for this earnings rich one too. Reflation still rules, reopening trades are well underway, and inflation expectations are modestly turning up again without putting too much strain on the Treasury markets. Q1 2021 hedge fund letters, conferences and more While Monday wasn‘t an example of a risk-on day, the markets are clearly moving there: (…) overpowering the USD bulls yet again as the dollar bear market has reasserted itself. It‘s not just about EUR/USD on the way to its late F...
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