The Market Sentimentalist - No Pain, No Gain
IntroductionThe recent pullback in stocks has felt brutal, a sense compounded by the exceptionally benign market environment that investors have...
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Chart of the Day: That 2008 Feeling...Part 2
Almost unnoticed given the focus on the superficially disappointing Q4 GDP data was the news that the US goods trade deficit in December was the...
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Chart of the Day: What Lies Beneath
At 2.6% q/q SAAR, the advance estimate of US Q4 GDP was superficially disappointing but the more the data are dug into, the better they look....
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Chart of the Day: End of Term?
US 10-year Treasury yields have spurted higher, moving into the 2.6-2.7% range that we have long tipped as likely given both the US economy's...
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Chart of the Day: That 2008 Feeling....
After remaining surprisingly subdued for much of last year, US inflation is finally accelerating. There are of course a plethora of underlying or...
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