Category: PPI
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CPI and PPI Market Reactions
Some excellent analysis by Russell Rhoads https://russellrhoads.substack.com/p/cpi-ppi-plus-big-box-retail-earnings
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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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Time For Bonds
https://finance.yahoo.com/news/jpmorgan-michele-says-time-exit-143330550.html I don’t agree with this but…… it’s interesting to read what the other side thinks….. JPMorgan’s Michele Says It’s Time to Exit ‘Cash Trap’ and Move Into Bonds JPMorgan’s Michele Says It’s Time to Exit ‘Cash Trap’ and Move Into Bonds (Bloomberg) — It’s time to exit the “cash trap” of money market funds…