9-27-2016

Sep 27 The debate Who won the debate, Hillary or Trump? It was won in a landslide 5 pieces of evidence that Hillary Clinton won the big presidential debate CNN INSTANT POLL: Hillary Clinton won in a landslide FOCUS GROUPS: Hillary Clinton was the clear winner of first presidential debate Clinton gains in online betting markets after U.S. presidential debate … Read More

Taking It to the Banks

This content is restricted to subscribers. Please login if you have a premium subscription. Or try our 6 week free trial if you are new to our service.

Forward Ho!

Forward Ho! Wednesday, September 21, 2016 See the pdf and the collection of the individual charts linked below.(1) Yellen is the master of the wagon train. (2) Hurry up and wait? (3) Why good news might support doing nothing, or not much. (4) Depending on Fed officials’ interpretation of the data. (5) Forward guidance is confusing when different Fed officials … Read More

What About Inflation?

What About Inflation? Tuesday, September 20, 2016 See the pdf and the collection of the individual charts linked below.(1) Bob Wiley and Neil Diamond. (2) Good deflation stimulates consumer spending. (3) Blame zombies for bad deflation. (4) Seven countries showing deflation in consumer durables consumer prices. (5) China is the epicenter of bad deflation with too much debt. (6) Many … Read More

Urban Legends: Data vs. Facts

Urban Legends: Data vs. Facts Monday, September 19, 2016 See the pdf and the collection of the individual charts linked below.(1) Hillary’s “grossly generalistic” aspersion. (2) Meet the deplorables, despicables, miserables, unmentionables, notables, commendables, comfortables, untouchables, and irresponsibles. (3) Census income data are counterfactual. (4) Real personal income and consumption per household both at record highs, confirming solid increase in … Read More

Rotating Sectors

Rotating Sectors Thursday, September 15, 2016 See the pdf and the collection of the individual charts linked below.(1) S&P 500 Financials discounting Fed rate hike. (2) Dividend payers hit by profit-taking. (3) Reversal of fortune for sectors since August 15 peak in S&P 500. (4) Investors starting to focus on earnings growth forecasts for 2017. (5) Not much froth in … Read More

Slippery Oil Patch

Slippery Oil Patch Wednesday, September 14, 2016 See the pdf and the collection of the individual charts linked below.(1) China’s latest economic indicators show more of the same. (2) Professor Copper is still bearish on China. (3) IEA and OPEC both see oil glut through 2017. (4) US DOE recommends cutting SPR by 100mb. (5) US oil production still has … Read More

Talking Feds

Talking Feds Tuesday, September 13, 2016 See the pdf and the collection of the individual charts linked below.(1) Shorter anxiety attacks? (2) Tightening tantrums usually followed by soothing words from a Fed head. (3) Rosengren scares them on Friday. Brainard reassures them on Monday. (4) Trump sees a conspiracy at the Fed. (5) The Joe Biden scenario. (6) Phillips Curve … Read More

Home on the Range

Home on the Range Monday, September 12, 2016 See the pdf and the collection of the individual charts linked below.(1) Back in the range. (2) Bond King’s big moment. (3) Is the US “shovel ready” for helicopter money? (4) Deutsche strategists are depressed. (5) Dudley believes that 150,000 jobs per month is good enough. (6) Rosengren has a vote and … Read More