On macro forecasts
Macro/Econ
This is bad news how?
Fed statement reaction and reaction to the reaction
IT LITERALLY GROWS ON TREES
Lumber prices crash 42% from spring highs.
The wage inflation is going to stick
You can’t pay people more and then take it back. Maybe in theory but not in real life.
Base Effects
obviously prices are rising for both goods and services throughout the economy. But the statistics are misleading without the context.
Post Traumatic Shopping
The pandemic pulled retail sales forward by two and a half years.
Stimulating the housing market is psychotic
Kerosene!
The thing you need to hear about inflation
Please listen to this very important explanation
Costs
Peter Boockvar on commodity prices… Here’s an update on commodity prices. The CRB raw industrials index closed yesterday at just under a 10 year high. The CRB food index closed at an 8 year high. CRB Raw Industrials Index CRB Food Price Index Josh here – Inflation protection is on everyone’s minds right now. It’s…
Everything’s cool til three percent on the 10-year
So what does this mean for stocks?
