Is The U.S. Economy Facing Stagflation Or Disinflation?
Given how loosely all the title terms are used, let’s start with the definitions of each.
1. Disinflation
Definition: A slowdown in the rate of inflation—prices are...
Will Strong Dividend-Increase Trends Continue Amid Macro Uncertainty?
The Fed’s on hold, Middle East turmoil persists, and economic conditions at home may turn worrisome
Companies also voice concern, but their actions appear to...
Are Long-Dated Treasury Bonds A Place For Safety?
A war in the Middle East can have significant and multifaceted impacts on the United States.
Typically, oil and gas would have the biggest impact...
String of Hot IPOs Could Spark Dealmaking
Wall Street mega-mergers have not hit the tape as the second quarter comes to a close
Animal spirits have been kept at bay, but there...
Agricultural Commodity ETF (DBA): Where’s the Deflation in This?
On Sunday, I wrote the playbook for the Economic Modern Family
Watch the Retail Sector (XRT)- a failure of those key levels, spells more trouble...
Which Q2 Earnings Reports Could Have Biggest Impact On Markets?
The unofficial start of the next earnings season is still roughly a month away, but recent research out of the University of California, San...
Stock Market Sector Insights: Energy, Bitcoin, and Retail
On Monday, I sat down with the incomparable Maggie Lake.
As she posts on her Substack page, “As ever with Mish, we got through a...
Bitcoin Trading Breakout Points To Higher Prices
Bitcoin bulls are ready to ride again.
After pulling back to an important price support zone and getting oversold, Bitcoin has hooked up and triggered...
Is Apple’s Stock (AAPL) Set For Revival?
Apple (NASDAQ: AAPL) is currently navigating a perfect storm:
Soft device demand- UBS reports U.S. consumer intent to buy an iPhone in the next 12 months...
