The Week Ahead 11/07/2022
The US CPI report will be in the spotlight this week, especially after the strong uptick in core prices last time. I forecast headline CPI to have increased by 0.5%…
Roblox: RBLX
One should buy stocks that trade at a modest PE ratio and have a robust growth profile. These are stocks that are undervalued in the marketplace.
Will the Dam Hold?
Going into Wednesday’s Fed announcement on their new target Fed Funds rate, 75 basis points look like it’s in the bag. At the same time, the triple Qs, the ETF…
The Week Ahead 10/31/2022
Risks are skewed slightly hawkish going into this week’s FOMC meeting due to stronger-than-expected core inflation, sustained wage pressure, and the recent risk asset rally. We expect the pace of…
The Week Ahead | 10/24/2022
This week features several events related to data, including the advance estimate of Q3 GDP, PCE inflation and personal income & spending. However, most of the significant upcoming events are…
The Week Ahead | 10/17/2022
Even though the tough economic climate, higher interest rates are necessary, I think a terminal rate close to 5% should suffice. There is no need to keep hiking rates when…
Mid Month Market Review
The bear continues to growl and investors, retail and institutional, wonder when the furry critter will go into hybernations.
Consumer Price Inflation Come in Hotter than Consensus Expectation
The Bureau of Labor Statistics reports inflation came in hotter than Keynesian economics expected. Our work on money supply versus the economy, which we discussed in our video on inflation,…
The Week Ahead | 10/10/2022
The jobs report from this past week showed that labor markets are still tight, which points to a strong CPI print for September. We’re expecting a 0.46%MoM increase in core…
The Week Ahead | 10/03/2022
The week of Oct. 3 is expected to be a busy one for earnings announcements, with four S&P 500 companies reporting quarterly results. So far, the earnings picture looks good,…