Category: Inflation
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How does the consumer feel?
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Chief of Payment for Order Flow
Ken Griffin, the CEO of Citadel, discusses his history, market research, and the current state of the US economy with Norges Bank Investment Management. He expresses concern over the economy being near full employment with inflation around 3%, while the government continues to engage in massive spending. Griffin argues that this spending binge leaves the…
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America’s Economy
“Why JPMorgan CEO Jamie Dimon Is Skeptical of an Economic Soft Landing | WSJ” YouTube video interview, Dimon expresses his concerns about the economic outlook, citing potential inflation, higher interest rates, and geopolitical tensions as significant threats. He is cautious about a soft landing and shares his thoughts on the infrastructure bill and Jerome Powell’s…
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“Fool Me Once…”
Interesting how opinions change when their candidate isn’t in office. Former White House adviser Jason Furman on inflation and interest rate hikes.
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Everyday Inflation
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Manufacturing Slowdown?
A notably conservative panel Kevin O’Leary, Kevin Hassett, and John Carney discuss inflation, bank failures and credit card delinquencies. They attribute seasonal issues and the possibility of trend reversal to these issues, but note ongoing struggles like a capex slowdown and small business borrowing challenges. They also discuss rising credit card and automobile loan delinquencies…
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Prices Are Still Too High
According to WSJ, many Americans continue to fixate on inflation, despite the fact that prices are rising more slowly. This discontent with inflation is weighing on President Biden’s approval ratings and his re-election hopes. Although inflation has fallen, it remains a significant concern for consumers. They are particularly sensitive to rising prices because they remember…
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Average Car Payments Are Soaring
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Peace, Love, And Understanding…not
Jeffrey Gundlach discusses the theme of peace, love, and understanding, relating it to the current social atmosphere. He mentions the lyrics of a song by Nick Lowe, covered by Elvis Costello, that he feels captures the mood of society today. Gundlach discusses the potential for a recession based on the inverted yield curve. He explains…
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Tom Lee Says Buy in a Risk Off Environment
Tom Lee shares some insights on the potential impact of the Federal Reserve’s decision to stop raising rates. While some believe this could lead to further stock market decline, Lee suggests it may trigger a risk rally and actually cause a stock market rally. He emphasizes that the Fed’s decision does not necessarily mean they…