Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is still sticky; the Fed’s favored measure of services ex-energy and rents rose 0.36% in January, slowing only trivially—well within the mar gin of measurement error—from the 0.39%—increase in December. The usual culprits misbehaved again, with vehicle repair prices up a startling…
Pantheon MacroEcomics: Monitor
A financial market resource for the every-day investor and trader.
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Retail Reporting Season Begins With Monthly Retail Sales Ahead
Seth Golden, , Research Reports, 0
“The retailers are reporting, the retailers are reporting”! Some of the biggest names in the retail sector have started...
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Tech Sector Sell-Off Provides Much Needed Volatility
Seth Golden, , Research Reports, 0
The summer doldrums are here, or are they. Last Friday’s market action or reaction to some minor headlines shook...
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At January’s End, A Big Micro Macro Week Arrives
Seth Golden, , Research Reports, 0
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness...
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Is A Bottom Retest Ahead?
Seth Golden, , Research Reports, 0
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
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J.P. Morgan: Fighting The Fed’s Historically Losing Proposition
Seth Golden, , Research Reports, 0
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
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J.P. Morgan: Market Update, Earnings, Reopening Theme
Seth Golden, , Research Reports, 0
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
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J.P. Morgan: Stocks and Bonds Rise Together
Seth Golden, , Research Reports, 0
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
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Inflation Boogeyman and Bottoming Markets
Seth Golden, , Research Reports, 0
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
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