Chart of the Day: US Inflation Turns Scary - Part 2
Just as last week's January CPI report showed a genuinely alarming acceleration in 'core core' CPI momentum with the Cleveland Fed's median CPI...
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Chart of the Day: US Inflation Turns Scary
US inflation has been flickering back to life for several months now. We have been consistently highlighting this ominous trend and identified the...
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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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