Here’s a good chart putting the global inflation story into perspective. In short, there just doesn’t appear to be much inflation anywhere. For all the worry about rising interest rates [ … ]
Category: Chart Of The Day
(Just Charts)
Japanese Sales Growth is Surging
Well, if this keeps up we’re likely going to have to get used to QE as a form of standard policy because Abenomics will surely be credited with the economic [ … ]
Chart of the Day: Why the Unemployment Rate Fell
This is a controversial talking point in the employment report every month – why did the unrate fall? Was it due to people falling out of the labor force [ … ]
A Closer Look at the GDP Report
Real GDP came in at 1.7% this morning which was better than expectations of 1.1%. But the better than expected results came with some hefty revisions. Last quarter’s 1.8% reading [ … ]
Hedge Against Japanese Hyperinflation – Buy the Nikkei
Here’s a good case of hedging your bets. So let’s say you really think hyperinflation is coming to Japan. How would you position for that? Maybe you’d short JGBs or [ … ]
Real-Time PMI Composite Still Consistent with Slow Growth
Today’s Dallas Fed Manufacturing Index update gives us a broader look into the state of US manufacturing and it’s telling us that not a whole lot has changed in recent [ … ]
How High is the “Wall of Worry”?
Here’s an index I haven’t updated in a while. The “wall of worry” index shows the level of fear in the market on using the inverse summation of cyclical indicators. [ … ]
Margin Debt Declines Slightly in June
Is the top in for margin debt? Has the concern about higher rates potentially put an end to the massive borrowing that is helping to fuel the stock market surge? [ … ]
Rail Traffic: Sluggish, but Still Expanding
The latest reading on intermodal rail traffic came in at 2.8% year over year. That’s up from last week, but generally flat relative to the last 12 weeks where the [ … ]