Podcasts about core inflation

This week on “Inside the Economy”, we break down the sectors of inflation, market trends, bond yields, and manufacturing production. The primary driver of inflation still present in the market is housing, while core goods show little to no inflation year-over-year. Where else has inflation cooled? New home prices remain high, and new home inventories are steady. Is household debt as a percentage of income impacting consumers when compared to historical data? As for the equity markets, they continue to be overvalued, particularly the Dow. In the manufacturing sector, production is nearly back to where it was pre pandemic. How do other countries like Germany and Japan compare in terms of manufacturing capacity? Tune in to learn more! Key Takeaways: • 10-year bond yield at 4.57% • Core Inflation at 3.3% (YOY) • Manufacturing Production Index at 99.0 in November

This week on “Inside the Economy”, we break down the sectors of inflation, market trends, bond yields, and manufacturing production. The primary driver of inflation still present in the market is housing, while core goods show little to no inflation year-over-year. Where else has inflation cooled? New home prices remain high, and new home inventories are steady. Is household debt as a percentage of income impacting consumers when compared to historical data? As for the equity markets, they continue to be overvalued, particularly the Dow. In the manufacturing sector, production is nearly back to where it was pre pandemic. How do other countries like Germany and Japan compare in terms of manufacturing capacity? Tune in to learn more!   Key Takeaways: 10-year bond yield at 4.57% Core Inflation at 3.3% (YOY) Manufacturing Production Index at 99.0 in November

Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy. They discuss why inflation is less of a concern than widely believed, explore consumer strength, and offer insights into the Federal Reserve's approach to monetary policy.Ryan and Sonu talk about:The recent market trends, including stock movements, Santa Claus rallies, and why market sentiment remains resilient despite fluctuationsThe misconceptions surrounding "sticky" inflation, emphasizing the lagging impact of shelter and auto insurance dataThe Federal Reserve's policy decisions, including upcoming rate cuts and their implications for the marketThe resilience of the U.S. consumer, supported by strong balance sheets, rising disposable income, and robust retail sales growthChina's economic shifts, including its dominance in automobile manufacturing and its global impact on manufacturing trends and oil demandAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

Singapore stocks traded higher today as they followed other markets in the region in making gains. As at noon, the Straits Times Index (STI) shed some earlier gains, climbing around 0.2 per cent to 3,754.88 points after 35.6 million securities changed hands in the broader market. In terms of companies to watch, we have City Developments Limited. The property giant and its joint venture associates posted S$611.1 million in sales for the third quarter ended September, up from S$325 million in the corresponding period last year. Elsewhere, from how Singapore's core and headline inflation came in lower than expected in October, to how Adani's dollar bond prices fell to almost one -year lows today – more local and corporate headlines remain in focus.  On Market View, Money Matter's finance presenter Chua Tian Tian unpacked the developments with Thomas Chua, Founder, Steady Compounding.See omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

US stocks are trading down ahead of of chipmaker Nvidia's results later this morning; There's support for an ECB September cut; Australia's inflation in July was stronger than expected, while house building remains soft; And there's ongoing weakness in New Zealand's jobs market. In our bonus deep dive interview, ANZ Chief Economist for Greater China Raymond Yeung explains why there's been record high outflows of capital from China in recent quarters. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Singapore shares opened flat this morning, after US indices fell and Europe's main stock index climbed overnight. In early trade, the Straits Times Index rose 0.03 point to 3,373.61 points after 34.3 million securities changed hands in the broader market. In terms of companies to watch today, we have Marco Polo Marine, after the integrated marine logistics company yesterday posted a 2.6 per cent rise in gross profit to S$14.6 million for the third quarter ended June.  That's from the S$14.2 million registered for the same period the year before.  Elsewhere, from Singapore's core inflation cooling more than expected in July, to Alibaba upgrading its Hong Kong-listed shares to primary status, more local and international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Sunny Soh, Lead Technical Analyst (Capital Markets & Investor Education), SIAS.See omnystudio.com/listener for privacy information.

The Reserve Bank of India's Monetary Policy Committee announced on Thursday (August 8) to keep the repo rate unchanged at 6.5% in its August 2024 meeting for the ninth consecutive time. It maintained its inflation projection for FY25 at 4.5 per cent. While announcing the MPC policy, Governor Shaktikanta Das noted that headline inflation reached 5.1 per cent in June 2024, driven by unexpected factors. Fuel prices remained in deflation for the tenth consecutive month, but food inflation surged. Food inflation contributed over 75 per cent to headline inflation in May and June. Vegetable prices alone accounted for roughly 35 per cent of June's inflation. Governor Das said that that the MPC cannot afford to ignore this, espicially in an environment of persisting high food inflation. Vegetables and pulses have kept headline retail inflation has been over 5 per cent for eight months in the last one year. However, retail core inflation — the non-food and non-fuel segment — moderated to a four-year low of 4.3 per cent in FY24. In fact, core inflation saw a historic low during May and June. Some experts believe that high food inflation is stopping the RBI from cutting rates. In fact, the Economic Survey has suggested that "India's inflation targeting framework should consider targeting inflation, excluding food." The argument for the change is that core inflation is muted, meaning the domestic demand is weak. Core inflation measure the change in the cost of goods and services, but it does not include the food and energy sectors. A rate cut would help boost demand. Others say that food inflation is a very important component and it can't be excluded. In this podcast, V Nivedita spoke to Dipti Deshpande, Director and Principal Economist at CRISIL Limited, to decode the debate - should the RBI focus on core inflation while forming its monetary policy? Guest: Dipti Deshpande, Director and Principal Economist at CRISIL Limited Host: V. Nivedita Edited by Jude Weston

Singapore stocks opened higher today following overnight gains in overseas markets after a shaky end last week. In early trade, the Straits Times Index (STI) headed up 0.5 per cent to 3,455.38 points after 47.5 million securities changed hands in the broader market. In terms of companies to watch, we have Seatrium, after the offshore and marine specialist secured S$180 million worth of contracts to repair and upgrade various types of ships, such as offshore vessels, ferries and tankers.  Elsewhere, from more on Singapore's inflation slowing more than expected in June, to the implications of US Vice President Kamala Harris potentially securing broad support to become the Democratic Party's nominee – more local and international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with James Cheo, Chief Investment Officer, Southeast Asia and India at HSBC Global Private Banking and Wealth.See omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.     This podcast was recorded on June 26, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4731978-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Stocks rise; inflation remains above Federal Reserve's target; retail sales flat in April; homebuilder sentiment declines.

#Markets: Super core inflation and the stalled markets. Liz Peek, The Hill, Fox News, and Fox Business https://www.msn.com/en-us/money/smallbusiness/the-feds-favorite-inflatio... 1913 JP Morgan demolition

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney's annual meeting of shareholders. In the UK -  a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney's annual meeting of shareholders. In the UK -  a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney's annual meeting of shareholders. In the UK -  a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

A sequential rise in February core inflation is not cause for concern, as it is due to “residual seasonality”, an auto insurance outlier, and residential real estate which will come down. The S&P 500 index's positive return in each of the last four months is something that only happened 16 times before; on average after those times, it returned 16% to the end of the year. There is a break-out in the downward trend of the Chinese stock market, and the gradient is turning positive in several economic data series there. Japan's wages will be 5.3% higher than last year, the largest increase since 1991. We look for the Bank of Japan to raise the policy rate from -0.1% to 0.2% a year from now. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 12th, 2024Featuring: Bill Lee, Chief Economist at the Milken Institute, on CPI Sarah House, Senior Economist at Wells Fargo Mike Wilson, Morgan Stanley Chief Equity Strategist Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Singapore shares rose at the opening bell this morning, following overnight gains in global markets.  In early trade, the Straits Times Index (STI) gained 0.3 per cent to 3,146.08 points after 41.2 million securities changed hands in the broader market. In terms of companies to watch, James, we have Straco Corp. The tourism facilities operator said in its profit guidance that it expects to report a substantial net profit for FY2023, swinging into the black from the net loss reported in FY2022. Meanwhile, economic developments are in focus, ranging from expectations on US core inflation in January to Q4 GDP growth rate expectations out of Japan and Singapore. Also on deck today – the appetite for IPOs in India as well as Nvidia's shares overtaking Amazon briefly in the previous session. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked these developments with  James Cheo, Chief Investment Officer, Southeast Asia at HSBC Global Private Banking and Wealth.See omnystudio.com/listener for privacy information.

Dan Silver joins Nora Szentivanyi to discuss the outlook for US core inflation and implications for the Fed.  The trend for core  inflation moderated in 2023 but the CPI and PCE measures sent differing signals about how close inflation was to target late last year. We expect core CPI run rates to slow to 2.9%ar in 1H24 alongside a modest firming in core PCE inflation to a still low 2.2%ar. If our forecast is correct, year-ago core PCE inflation could dip below 2.5% as soon as the February report (released in late March) and enable the Fed to start easing in May/June. However, with tailwinds from the unwinding of supply chain shocks fading, some softening in the labor market will likely still be needed to keep inflation close to the 2% target on a sustainable basis.    Speakers Nora Szentivanyi, Global Economic and Policy Research Daniel Silver, US Economic Research   This podcast was recorded on 6 Feb 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4617977-0, https://www.jpmm.com/research/content/GPS-4616731-0, and https://www.jpmm.com/research/content/GPS-4609533-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

This week Will and Ben look at falling crop prices across the board and what it'll take to stabilize.Market recap (Changes on week as of Monday's close): - March 2024 corn down $0.05 at $4.40 - December 2024 corn down $.01 $4.74 - March 2024 soybeans down $.29 at $11.94 - November 2024 soybeans down $.17 at $11.80 - March soybean oil down 2.61 cents at 45.55 cents/lb - March soybean meal down $1.50 at $354.30/short ton - March 2024 wheat down $.06 at $5.93 - July 2024 wheat down $.03 at $6.09 - March WTI Crude Oil up $2.13 at $76.78/barrel Weekly Highlights· US Gross Domestic Product grew 3.3% in the fourth quarter of 2023- down from the 4.9% in the third quarter but well above the 2% growth expected. Taking out the sharp recovery after the pandemic in 2020. The 3rd and 4th quarters are the strongest two quarters back-to-back since 2014.· Core Inflation at 0.2 month over month was right inline with expectations and core inflation year over year of 2.6% was as expected.· The housing market continues to run hot- with New home sales at 664,000 up from last month and expectations and pending home sales up to a huge number of 8.3% in December- the largest number since June 2020. · It was another fairly risky week for US commodities. Open interest positions increased across the board for Chicago wheat (2.7%), Corn (5.7%), soybeans (6.5%), soybean oil (3.7%), soybean meal (3.4%), cotton (10.7%), and rough rice (0.4%).· Producers and Merchants increased their net positions of corn adding to the small net long while also adding net positions of soybeans shrinking their small net short. Producers and Merchants sold off net wheat contracts adding to the net short in Chicago wheat.· Managed money traders sold off another 4,743 contracts of Chicago corn while selling 15,045 contracts of soybeans to increase the net short there as well. Managed accounts added 26,518 contracts of cotton futures to take the small net short into a net long.· US crude oil stocks excluding the strategic petroleum reserve were down another 388 million gallons while gasoline stocks increased 206 million gallons on a 5% week over week reduction in gasoline demand.· As expected, US ethanol production pulled back to 240 million gallons- down from 310 million gallons the week prior due to the cold snap in the US. Even with the drastic drop in ethanol production-ethanol stocks increased due to the drop in gasoline demand and blending.· Exports sales were lower this week nearly across the board and bearish for soybeans. Only SRW wheat posted week over week gains.· Weekly grain and oilseed export inspections for the week were neutral for corn and soybeans, while bearish for wheats and grain sorghum. Corn, HRW and HRS wheats were the only commodities up week over week.Topics:- Market recap- Penciling out profit- South American production- South American second crop planting- Managing production cost- Corn acreage to fall- Reports to watchSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Record High Inflation as of October 2023https://www.audacy.com/989word The Tara Show Follow us on Social Media Join our Live Stream Weekdays - 6am to 10am Facebook: https://www.facebook.com/989word Rumble: https://rumble.com/c/c-2031096 X: https://twitter.com/989word Instagram: https://www.instagram.com/989word/ " Red Meat, Greenville." 10/25/23

The Financial Rape of America https://www.audacy.com/989word The Tara Show Follow us on Social Media Join our Live Stream Weekdays - 6am to 10am Facebook: https://www.facebook.com/989word Rumble: https://rumble.com/c/c-2031096 X: https://twitter.com/989word Instagram: https://www.instagram.com/989word/ "Red Meat, Greenville." 10/23/23

US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie dollar, the Kiwi dollar and the euro. In our bonus deep-dive interview, ANZ's Head of Asia Research Khoon Goh unravels a rise in portfolio outflows in Asia-ex China and looks ahead. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

The IMF lowered its forecast for Egypt's real GDP growth to 3.6% in 2024,  down from the 4.1%. Expectations for inflation in 2023 were decreased to 23.5% down from 24.4%, while increasing to 32.2% up from 32% in 2024.Annual urban inflation climbed from 37.4% in August to 38% in September. On a monthly basis, urban inflation accelerated from 1.6% in August to 2% in September. Core Inflation, which excludes highly volatile items, decelerated to 39.7% in September, from 40.4% in August, however, core monthly rate recorded 1.1% up from 0.3% in August.Chevron has suspended gas exports to Egypt via the East Mediterranean Gas (EMG) pipeline and is routing supplies instead through the Arab Gas Pipeline that links Israel, Jordan and Egypt.A government source said that the expected cost of raising the tax exemption limit to EGP45k is approximately EGP7 billion from tax receipts.GASC has purchased 480k tons of Russian wheat directly from a Russian state-backed trader this week. Ministry of Supply is expected to raise the price of delivering a ton of sugar through the Egyptian Commodity Exchange to EGP26k, compared to EGP24.3k, in the light of the increase in sugar prices.Up to 95% of Israeli tourists left the hotels in Taba through the Taba land port, during Saturday - Monday, after Israel called on its citizens to leave Sinai.QNBA (FV: EGP 25.00, OW) recorded a strong set of results in 3Q23, where:Net profit post-minority interest recorded EGP3,859 million (-2% q/q, +50% y/y, and +9% higher than our estimates), bringing 9M23 bottom line to EGP 12,524 million (+71% y/y).3Q23 bottom line slight sequential decline was mainly caused by lower FX gains, a surge in provisions, and a higher effective tax rate, despite higher margins and lower OPEX.Loans grew in 3Q23 by 2% q/q, while deposits grew by 8% q/q.The stock is currently trading at 2024 multiples of P/B of 0.6x and P/E of 2.8xContact Creditech, CNFN's digital consumer finance arm, has signed a strategic agreement with “Cash Now application” to provide consumer finance products on the application.The Saudi Sovereign Fund has expressed interest again in acquiring a stake in the United Bank with an expected acquisition value of more than USD700 million.E-wallets provided by telecom companies will no longer support FX payments for online transactions.

(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here: https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

Traders Absorbed a Hotter than Expected August core Inflation print, The Real Cost of Owning a Dog, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

Traders Absorbed a Hotter than Expected August core Inflation print, The Real Cost of Owning a Dog, Briefing.com Strategist Patrick O'Hare Talks About the Current MarketsSee omnystudio.com/listener for privacy information.

Today we talk about inflation vs. core inflation in the United States and why gas prices are so high and how the economic outlook more concerning than you realize.See omnystudio.com/listener for privacy information.

Where are the markets and economy heading? Thrivent's chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

(7/27/23) An overview of the current earnings reporting reveals profit margins have declined to pre-pandemic levels. Markets' flat response to Jerome Powell post-FOMC meeting presser The effects of shrinkflation are beginning to fade; no 2% inflation expected until late 2025. Will rate cuts return by then? Markets don't have a friendly Fed; a huge concern for impact of the Lag Effect; still possible for yet another rate increase of .25 to .50% by September. Market expectations vs Consumer Sentiment: Could there still be a "soft" landing? Is 3% inflation good enough? Powell says drop in headline inflation will encourage consumers--counter-productive for flagging inflation. Core Inflation is a better gauge of economic reality. Still no Recession? Why Chipotle is the world's most expensive burrito, and a good mid-level economic indicator. Why Technical Analysis is not voodoo; Recession still coming: 6-mos from now or late 2025? The Lag Effect Factor; the fallacy of MMT has come to pass. SEG-1: Mega Cap Earnings Review SEG-2: Was This the Last Fed Rate Hike? SEG-3: Falling Headline Inflation Works Counter-Intuitively Against the Fed SEG-4: The World's Most Expensive Burrito Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show, on our YouTube channel: https://www.youtube.com/watch?v=tqRA0UPAUPc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=45s -------- The latest installment of our new feature, Before the Bell, "Dow Winning Streak Keeps Going" is here: https://www.youtube.com/watch?v=Ppk8LAZyLus&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is This the Last Rate Hike?" https://www.youtube.com/watch?v=FgjXnLjDtQA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in today's show: “Beating Estimates” – How Companies Win In Earnings Season https://realinvestmentadvice.com/beating-estimates-how-companies-win-in-earnings-season Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #InterestRates #RateHike #EarningsSeason #MegaCap #Estimates #Inflation #ChipotleIndicator #Markets #Money #Investing

(7/27/23) An overview of the current earnings reporting reveals profit margins have declined to pre-pandemic levels. Markets' flat response to Jerome Powell post-FOMC meeting presser The effects of shrinkflation are beginning to fade; no 2% inflation expected until late 2025. Will rate cuts return by then? Markets don't have a friendly Fed; a huge concern for impact of the Lag Effect; still possible for yet another rate increase of .25 to .50% by September. Market expectations vs Consumer Sentiment: Could there still be a "soft" landing? Is 3% inflation good enough? Powell says drop in headline inflation will encourage consumers--counter-productive for flagging inflation. Core Inflation is a better gauge of economic reality. Still no Recession? Why Chipotle is the world's most expensive burrito, and a good mid-level economic indicator. Why Technical Analysis is not voodoo; Recession still coming: 6-mos from now or late 2025? The Lag Effect Factor; the fallacy of MMT has come to pass. SEG-1: Mega Cap Earnings Review SEG-2: Was This the Last Fed Rate Hike? SEG-3: Falling Headline Inflation Works Counter-Intuitively Against the Fed SEG-4: The World's Most Expensive Burrito   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show,  on our YouTube channel:   https://www.youtube.com/watch?v=tqRA0UPAUPc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=45s -------- The latest installment of our new feature, Before the Bell, "Dow Winning Streak Keeps Going" is here:  https://www.youtube.com/watch?v=Ppk8LAZyLus&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is This the Last Rate Hike?" https://www.youtube.com/watch?v=FgjXnLjDtQA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in today's show: “Beating Estimates” – How Companies Win In Earnings Season https://realinvestmentadvice.com/beating-estimates-how-companies-win-in-earnings-season Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #InterestRates #RateHike #EarningsSeason #MegaCap #Estimates #Inflation #ChipotleIndicator #Markets #Money #Investing

Singapore stocks opened slightly higher today amid a mixed performance among index counters. That's after the global markets closed mostly in positive territory on Friday. In early trade, the Straits Times Index (STI) was up 0.1 per cent to 3,281.14 points, after 68.2 million securities changed hands in the broader market.  In terms of companies to watch for today, we have Cromwell European Real Estate Investment Trust after its  portfolio valuation for the half year ended June 2023 fell a further 1.6 per cent to about 2.3 billion euros (S$3.4 billion).  Elsewhere from India's GDP growth expectations to China central bank selling cash deposits at record low rates, and Alibaba not selling any part of its stake in Ant Group's share buyback, more international headlines are in focus.  Not to mention the blue chip Dow closing higher for the 10th straight day, its longest rally in about 6 years.  On Market View, the Drive Time team unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

In this episode, Alfredo Ortiz and Elaine Parker interview nationally syndicated radio host and small business owner, Carl Jackson. They discuss the recent economic news, including the Consumer Price Index and core inflation, as well as the impact on grocery prices. They also delve into the jobs report, expressing concern about small business owners putting hiring plans on hold due to economic uncertainty. Alfredo and Elaine critique President Biden's job creation claims and discuss the impact of inflation on small businesses. They also touch on their personal experiences as minorities in the Republican Party and the importance of hard work and entrepreneurship. Main Street Matters is part of the Salem Podcast Network - new episodes debut every Wednesday & Thursday. For more info visit jobcreatorsnetwork.comSee omnystudio.com/listener for privacy information.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, is inflation bottoming in June? •What is the Base Effect, and what does it say about Headline Inflation? •How about Core Inflation? •How will the Fed react to this? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Singapore shares dipped today after global markets ended mixed overnight. In terms of companies to watch for today, we have Sabana Industrial Real Estate Investment Trust. That's after its manager has criticised activist investor Quarz Capital's proposal for the Reit to use an internal manager instead, warning unit holders that it may destroy the value of their investment.  Meanwhile, we're seeing a number of international news making headlines including Japan's inflation numbers, leadership changes at TikTok, layoffs at Ford and not to mention – a cage fight between Twitter's Elon Musk and Meta's Mark Zuckerberg. On Market View, the Drive Time team unpacked these developments with Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore.See omnystudio.com/listener for privacy information.

Ready for this week's market updates? In this episode, Ryan Detrick & Sonu Varghese talk about the recent Fed decision, its impact on the market, and general markets update. They cover inflation, retail sales, and statistics on the housing market. Additionally, they touch on the importance of diversifying your portfolio and being cautious about chasing shiny objects. Ryan and Sonu discuss: The recent Fed decision, projections for the economy, and the impact on the marketAn explanation of core inflation, the impact of energy, food, and vehicles, and the role of housing in the consumer price indexAn analysis of retail sales data, including auto sales and building materials, and its implications for consumer spendingAn explanation of the difference between headline and core inflation and how consumers experience inflation in their daily livesThe recent positive housing data, including a 22% increase in housing starts in May and a 5% increase in permits dataThe recent strength of the stock marketThe mid-year outlook and potential gains in the stock market for the second half of the yearThe idea of diversifying investments outside the US, including mid and small-cap stocks, and sectors like energy and industrialsAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

UK interest rate rises risk house price collapse. Hosted on Acast. See acast.com/privacy for more information.

Core Inflation has hit it’s highest level for 31 years and massive firms aren’t paying their workers the minimum wage. We discuss the cost of living crisis in Britain with James Meadway. Plus: the Barbican has been forced to apologise after cancelling an event discussing Palestinian liberation; and one year into the RMT’s dispute, Mick […]

Core Inflation has hit it's highest level for 31 years and massive firms aren't paying their workers the minimum wage. We discuss the cost of living crisis in Britain with James Meadway. Plus: the Barbican has been forced to apologise after cancelling an event discussing Palestinian liberation; and one year into the RMT's dispute, Mick […]

Services and composite output data for May were released, and both remained around the same level that was seen in April. The Services PMI showed that the sector is still well into an expansive phase at 55.2 which pushed the composite number for services and manufacturing combined to 54, from 53.9 previously. As part of the data, services firms noted strong input costs from wages which have been growing for the past three months. This will continue to add pressure to core inflation and will likely lead the Bank of England to continue to hike interest rates. The nature of wage increases is that once workers, or their representatives, claim a wage increase, based upon headline inflation at the time that negotiations begin, there is a lag before that increase is paid. In the meantime, as is the case currently, headline inflation has begun to fall making the pay award appear to be more generous. Beyond Currency Market Commentary: Aims to provide deep insights into the political and economic events worldwide that can cause currencies to change and how this can affect your FX Exposure.

The MPC's most hawkish member Catherine Mann made a speech yesterday in which she again raised concerns about the potential for inflation to become ingrained in the UK economy. Mann believes that the UK has a more significant issue with core inflation than most of its G7 partners. She said that it was a structural issue where companies, both public and private, are so desperate to protect their profit margins that they pass wage increases directly to their customers by increasing the price of their products. One classic example of this is the railways, which are supposedly privatized but the Government is currently engaged in a tough series of negotiations with several sectors of the industry. The UK has the highest train fares in Europe or the U.S., while its service is mediocre at best. The cost of a ticket bears little relationship to the distance travelled, the frequency of the service, or the condition of the rolling stock or infrastructure. Inflation in the UK reached a high of 11.2% in October last year and in April was still at 8.7% making the UK the joint highest, with Italy, in the developed world. Beyond Currency Market Commentary: Aims to provide deep insights into the political and economic events worldwide that can cause currencies to change and how this can affect your FX Exposure.

Russ Mould, Investment Director at stockbroker AJ Bell discusses core inflation and why the central banks are worried about it, as unlike the headline CPI figures, it actually went up from 6.2% to 6.8%. This is the highest rate since 1992.

Listen to the latest market news from eToro Market Analysts Sam North & Josh Gilbert as they talk about some of the biggest market events this weekThis week, the team previewed the latest earnings report from Nvidia, reviewed the most recent inflation number from the UK and discussed the important macro drivers in the US.See you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Listen to the latest market news from eToro Market Analysts Sam North & Josh Gilbert as they talk about some of the biggest market events this weekThis week, the team previewed the latest earnings report from Nvidia, reviewed the most recent inflation number from the UK and discussed the important macro drivers in the US.See you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Core prices rose 0.3%; Consumer spending stalled in March; Employers' pay and benefit costs rose 1% in March; Exxon-Mobil, Chevron beat quarterly profit expectations To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode, we discuss the latest update on US consumer spending in March, which remained flat due to a decline in purchases of big-ticket items. However, core inflation continued to show strength, fueled by rising costs of goods and services. We analyze the impact of these trends on the overall economy and what it means for consumers and businesses in the coming months. Stay tuned for insights and expert analysis on this important economic indicator. Hashtags: #USConsumerSpending #Inflation #Economy #BusinessNews #FinancePodcast #InvestmentInsights #FinancialAnalysis #Monetization #PodcastPromotion #FollowUs

Singapore shares fell this morning despite gains in US and Europe markets. In early trade, the Straits Times Index (STI) fell 0.1 per cent to 3,317.69 points after 17.8 million securities changed hands in the broader market.  In terms of developments to watch for today, Singapore's headline inflation fell to 5.5 per cent on-year in March, down from 6.3 per cent in February as expected by economists in a Bloomberg poll. Core inflation meanwhile, also dialled back to 5 per cent on the year in March, down from 5.5 per cent in February. Elsewhere investors continue to await first quarter earnings from a number of high profile companies including Alphabet, Microsoft, Amazon and Meta. But what is the outlook for the US tech sector after the series of layoffs we saw for the good part of this year? On Market View, the Drive Time team unpacked these developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  Go here to subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Core inflation data from March might push the Federal Reserve to raise interest rates again next month. LVMH earnings show the strength of luxury shoppers. And the rate on Treasury I-Bonds could fall to about 3.8% in May. Host: Jackson Cantrell. Learn more about your ad choices. Visit megaphone.fm/adchoices

Annual US inflation fell for a ninth consecutive month in March to 5% or the lowest level since May 2021. Economists were expecting annual inflation to fall to 5.2% so the larger drop to 5% beat expectations. Core inflation, the Fed's preferred measure of inflation as it removes the volatile food and energy prices, on the other hand inched up for the first time in 6-months to 5.6% for March from 5.5% in February. Investors were spooked into sell-off mode on Wednesday after some fed officials said a mild recession is likely this year before the economy recovers over the next 2-years. The Dow Jones fell 0.11%, the S&P500 lost 0.41% and the tech-heavy Nasdaq fell 0.85% on Wednesday.Over in Europe, markets closed slightly higher as investors digested key inflation data out of the US, with markets already factoring in a 75% chance that the Fed will raise interest rates by a further 25-basis points in May. Germany's DAX rose 0.31%, the French CAC added 0.09% and, in the UK, the FTSE100 rose 0.5% on Wednesday.The local market closed 0.47% higher buoyed by a rally for technology and materials stocks, extending the local bourse's rally into a second straight session.What to watch today:Ahead of the local trading session the SPI futures are anticipating the ASX to open 0.04% lower or flat on the second last trading session of the week as global recession fears enhance on the back of the comments made by Fed officials overnight.On the commodities front this morning oil is trading 2.12% higher at US$83.26/barrel, gold is up 0.53% at US$2013.70/ounce and iron ore is up 1.25% at US$121.50/tonne. Iron Ore prices have risen in recent days following the formation of a cyclone off the Kimberley coast in Western Australia, a key region for iron ore export in Australia.Stocks trading ex-dividend today include Best & Less (ASX:BST), Horizon Oil (ASX:HZN) and Duxton Water (ASX:D2O). If you've been thinking about these stocks it might be worth considering buying in today as stocks trading ex-dividend generally trade lower on the ex-dividend date.On the economic calendar front today, there is no local data released however over in the US tonight, Producer Price Index data for March will be released with the market expecting a rise of 0.1% following a 0.1% drop in February.Trading Ideas:Bell Potter has initiated coverage of LGI Limited (ASX:LGI) with a Hold recommendation and a 12-month price target of $2.56. Bell Potter is positive on the long-term prospects for the market leader in the biogas recovery and renewable energy space, but feels the company is well valued at its current range.Bell Potter has cut its price target on Whitehaven Coal (ASX:WHC) from $8.15 to $7.05 and maintain a hold rating on the leading Australia coal producer, after the company cut its FY23 production guidance. Whitehaven Coal cited predicted labour shortages, operational constraints at Maules Creek, and weather interruptions during March, as the reasons for the downgrade in guidance.

Adam Lawrence and Myself unpick the News Stories from the last 2 weeks to understand what they mean for Property Investors.We discuss;Rent Controls, Landlord Taxes & Legislation - Looking specifically at the latest comments from Michael Gove on Rent controls and Landlord Taxes.What the Budget Meant for Property - There was not a huge amount of Property related points in the Budget speech but if you look through the detailed notes there is one that may impact supply of homes.The Banking Crisis in the USA, Credit Suisse and what this can mean for UK rates & Property.Evergrande & the Restructuring of Overseas Debt and How this Affects Global Real Estate.Breaking Down the Latest UK Inflation readings. Food prices, Energy, Housing costs etc and the difference between CPI, CPIH and Core Inflation and what they all mean for us.For more info about the Boardroom Club that myself and Adam run please contact rod@incomethroughproperty.co.ukThanks again to our sponsors www.signaturepropertyfinance.co.uk Hosted on Acast. See acast.com/privacy for more information.

DoubleLine Portfolio Manager Jeff Mayberry is joined on Monday Morning Minutes by Quantitative Analyst Eric Dhall to recap the market week of Jan. 30-Feb. 3 as well as January performance. But most important, the two break down the Federal Open Market Committee meeting and Fed Chair Jerome H. Powell's press conference as the Topic of the Week (16:16). The hike of 25 bps didn't impact the markets too much, note Jeff and Eric, who speculate that Powell's dovish demeanor might have stoked optimism in contrast to a hawkish tone more apparent in the transcript of his speech. The two also run through Powell's Q&A (19:47), with topics including how the Fed interprets financial conditions, the state of the disinflationary process, “super-core” inflation and housing services, and stop-and-go rate hikes. QT was actually brought up in a question about the debt ceiling, with Powell's deft dodge of the subject drawing praise from Jeff (26:30). In their market coverage, Jeff and Eric run down a pretty volatile week that followed a pretty good January (1:45). In Macro Land (6:30), a rich week of data included negative housing and manufacturing prints alongside historically healthy labor market numbers, which could further complicate Fed moves in its inflation fight. Looking ahead (28:51), next week will be light on data, but a sit-down with Bloomberg News will provide Powell a chance to rewrite (if necessary) his FOMC remarks.

Mit Rüdiger Bachmann und Christan Bayer. Darin: Trading Places, die Gaspreisbremse, Title Transfer Facility (TTF), Inflation, Price Level Targeting, Headline Inflation Rate vs. Core Inflation, Persistent inflation is always and everywhere a monetary phenomenon, Die Blanchard-Werning-Diskussion (Start, die postkeynesianische Sicht, Krugmans Fußballgleichnis, Wernings Antwort, Weitere Einwände), EE-Potenziale, Thomas Robert Malthus, Profitrate, Wachstumskritik, Hunnenrede, Fordismus  

Mit Rüdiger Bachmann und Christan Bayer. Darin: Trading Places, die Gaspreisbremse, Title Transfer Facility (TTF), Inflation, Price Level Targeting, Headline Inflation Rate vs. Core Inflation, Persistent inflation is always and everywhere a monetary phenomenon, Die Blanchard-Werning-Diskussion (Start, die postkeynesianische Sicht, Krugmans Fußballgleichnis, Wernings Antwort, Weitere Einwände), EE-Potenziale, Thomas Robert Malthus, Profitrate, Wachstumskritik, Hunnenrede, Fordismus  

Listen to the latest market news from eToro Market Analysts Sam North & Josh Gilbert as they talk about some of the biggest market events this weekFirst up, Josh and Sam talk through the biggest event of the week, which of course is US Inflation. What are we expecting? What is the market starting to price in? What will the Fed focus on most in particular and how might the market react?Next up, with the US midterms this week the team focus on how they might impact markets. What happens during this election? What did the market expect? What happens after the midterms usually and how might it affect your portfolios?Our final subject this week was all about Twitter. As usage in the social media platform reached record highs, Sam and Josh talked about how this might impact Elon Musk's dealing with Tesla. Also, what is the $8 fee all about? Is it a good thing and will the company go public again?See you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Listen to the latest market news from eToro Market Analysts Sam North & Josh Gilbert as they talk about some of the biggest market events this weekFirst up, Josh and Sam talk through the biggest event of the week, which of course is US Inflation. What are we expecting? What is the market starting to price in? What will the Fed focus on most in particular and how might the market react?Next up, with the US midterms this week the team focus on how they might impact markets. What happens during this election? What did the market expect? What happens after the midterms usually and how might it affect your portfolios?Our final subject this week was all about Twitter. As usage in the social media platform reached record highs, Sam and Josh talked about how this might impact Elon Musk's dealing with Tesla. Also, what is the $8 fee all about? Is it a good thing and will the company go public again?See you all next time!Learn more about trading by visiting the eToro Academy home page where you can read reports, watch videos and sign up to our free trading course.Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

I think we're finally likely to see a peak for core inflation, says Eric Leve. He discusses the challenges for the Fed. He talks about how entrenched inflation is in the markets. He then goes over tracking U.S. equities in 2023. Finally, he goes over how people will be valuing the quality of earnings while investing. Tune in to find out more about the stock market today.

Synopsis: The Straits Times analyses Singapore's latest news and announcements. Inflation continues to climb here in Singapore. The Monetary Authority of Singapore Core Inflation rose to 5.3% on a year-on-year basis in September, up from 5.1% in August.  The pickup in core inflation was on account of larger increases in the prices of food, services and retail & other goods.  ST multimedia correspondent Cheow Sue-Ann discusses this topic with associate editor Vikram Khanna. Produced by: ST Video team Edited by: ST Video team and Penelope Lee Follow ST Podcasts channel: Channel: https://str.sg/wukV Apple Podcasts: https://str.sg/wukK Spotify: https://str.sg/wukH Google Podcasts: https://str.sg/wukr SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg  --- Discover ST's special edition podcasts: Singapore's War On Covid: https://str.sg/wuJa The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Green Pulse: https://str.sg/JWaf Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m SG Extra: https://str.sg/wukR #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts!See omnystudio.com/listener for privacy information.

US Tech stocks slumped overnight after Google and Microsoft both reported disappointing third-quarter results. Why is that? Meanwhile, Elon Musk has finally announced the takeover of Twitter that is set to happen this Friday. What does this mean for banks involved in this deal, especially against the backdrop of high interest rates? Ryan Huang and Zia-ul Raushan have the details. See omnystudio.com/listener for privacy information.

Singapore's inflation numbers are at the heart of our discussion today. If you recall, core inflation rose to 5.3% year on year in September, higher than the near 14-year high of 5.1% on-year in August.  Headline inflation, on the other hand, remained at  7.5% on-year, unchanged from that in August. But beyond the actual figures, what's also important is how the people in the city state view inflation going forward. On that note, the Singapore Management University and DBS Group Research teamed up to survey around 500 individuals representing a cross section of Singaporean households.  On Market View, Prime Time's finance presenter Chua Tian Tian deep dived into the survey findings with Dr. Aurobindo Ghosh, Assistant Professor of Finance Education SMU Lee Kong Chian School of Business. He's also the Principal Investigator for the Singapore Index of Inflation Expectations or SInDEx survey. See omnystudio.com/listener for privacy information.

What a week for BC's Provincial and Municipal governments as both David Eby and Mayor elect Ken Sim are set to take over. With a huge push to change up the status quo of housing in the province and specifically in Vancouver, many local residents have spoken that they want, in fact they are demanding change with Ken Sim winning by a landslide. In this weeks Podcast episode we take a look at the housing platforms that both the New Mayor of Vancouver and the Premiere of BC intend to introduce. While we aren't convinced by any politician's promises, we are interested to see specifically what Ken Sim will bring to the table, His new policy around the time it takes to get a permit for renovations, new single family permits and multifamily permit construction will be of the upmost importance and could have a significant effect on housing if implemented effectively.. Seeing as David Eby was already the housing minister for the Province - we are a little disappointed that some of the items he's tabling haven't been dealt with to date.. we'll let you be the judge of that.We also break down where we think interest rates are headed not only for next week but also by the end of the year. We question why the media outlets are asking everyone to pay attention to CORE Inflation, a measuring stick that removes the most volatile commodities from the CPI Index but those very same commodities - food and energy - are the ones we use the most and are daily expenses we all encounter - so why aren't we measuring their impact on Inflation? Understanding why that matters and so much more can be found on this weeks podcast.  _________________________________ Contact Us To Book Your Private Consultation:

With the earnings season well underway, investors in the US continue to comb through a number of reports from big names including the Bank of America, United Airlines, Netflix and Hasbro for clues on how inflation have eaten into top and bottom lines, while they await more companies such as P&G to report later in the week. Elsewhere, European markets edged higher on Monday after Britain's new Finance Minister Jeremy Hunt reversed almost all of the tax cuts announced by his predecessor Kwasi Kwateng in a bid to bring stability back to the markets.  Back home, investors continue to keep their eyes peeled on September's core inflation numbers next week to gauge the Monetary Authority of Singapore's next move.  On Market View, Prime Time's finance presenter Chua Tian Tian sat down with Song Seng Wun, Economist, CIMB Private Banking  as they unpacked the latest happenings in major world economies. See omnystudio.com/listener for privacy information.

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

US Core Inflation Highest in 40 Years

Trussonomics cancelled?

P.M. Edition for Oct. 13. The U.S. economy continues to experience broad price pressures. Overall inflation rose 8.2% in September from a year ago, according to the Labor Department, and core inflation, which excludes the volatile categories of food and energy, rose 6.6%, the biggest increase since 1982. WSJ economics reporter Gwynn Guilford joins host Annmarie Fertoli to discuss. Plus, the House select committee investigating the January 6, 2021, attack on the U.S. Capitol votes to subpoena former President Donald Trump. Congressional reporter Siobhan Hughes has more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Persistent inflation has investors looking for positive signs. In today's episode, portfolio managers Chris McHaney, Chris Heakes, and your host, Mark Raes, examine Canada's CPI. They also discuss structural tailwinds in the Energy Sector, Canadian banks, staying invested with quality dividend payers, and the taxation benefit of discount bond ETFs. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 21, 2022. ETFs mentioned in the podcast: BMO Equal Weight Utilities Index ETF (Ticker: ZUT) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Equal Weight REITs Index ETF (Ticker: ZRE) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Discount Bond Index ETF (Ticker: ZDB) BMO US Dividend ETF (Ticker: ZDY) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB)   Disclosure: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs. Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds and ETFs. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.  BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

*THIS IS NOT INVESTMENT ADVICE*I was joined by Adam Lawrence and Manish Kataria for our Investment Mastermind for Q3 of 2022.In these episodes we discuss the markets and then discuss what investments each of us are making in the Financial Markets. As ever we discussed the current markets and how the economy, Inflation and Interest rates are and maybe will, affect them.Topics include;Terminal Interest rates.How Bond yields correspond to Price to Earnings of some of the bigger markets.Core Inflation vs Inflation including Energy and Food.Sterling vs other currenciesOil PricesCentral Bank views of short term pain as a price to pay for longer term stability.Wage Price spirals in other periods of Inflation vs now.Energy CapsTax CutsBond Yields and their effect on EquitiesValue vs GrowthPortfolio selectionThis quarter our picks are as follows and you can listen to the reasons why;Manish - Microsoft (Ticker MSFT) - from 26.00 minutesAdam - Short on UK 5 year Gilt via shorting a bond ETF - from 37.11Rod - Antofogasta (Ticker ANTO) - from 46.29As ever we really appreciate any reviews on Spotify and Apple iTunes and we love to hear your feedback Hosted on Acast. See acast.com/privacy for more information.

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

A poor inflation report sent markets tumbling. Amy and Steve examine the Fed's next big move to try and bring prices down. Plus, the red flags to look for if you plan on “unretiring.”

Stocks fall after CPI report; gasoline price declines offset rise in health care, new vehicle and rent costs; supplemental poverty measure falls in 2021 To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Edelman Financial Engines wealth planner John McCafferty joins Jean and Soledad to explain the different types of inflation and which we should pay attention to more.   Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.  See omnystudio.com/listener for privacy information.

Welcome to The Conservatude Podcast! This IS where guys gather to talk about America, Freedom, and Truth!! We won't kowtow to the Radical Left and we won't give up the fight! We'll stand, together, for the Constitution! Let's take the fight to the Woke mob...because, after all, we STILL believe America is worth fighting for!! Enjoy the show!! Episode Guide: The FBI and Progressive Won't Listen to Us... The Raid of All Raids... The Government and IRS are Coming After Us... How Can We Trust Democrats When They've Repeatedly Lied... Whole Foods CEO Says Socialists are Taking Over America... Liz Cheney is Going to Get Her Ass Kicked in Next Tuesday's Primary... SCOTUS Takes Up University Affirmative Action Case... Inflation...the REAL Numbers...Core Inflation... FBI Upset Over Threats...They're Pissed Because WE'RE Pissed... Iran Doesn't Seem Concerned with Joe Biden's Team...But They're STILL Pissed at Donald Trump's Team... I'll talk about this and more on today's The Conservatude Podcast with Mark Kremer. Join me on the patriotic journey that IS the Land of the Free and the Home of the Brave!!  Follow Me on Social Media: http://www.facebook.com/theconservatude (Facebook) http://www.instagram.com/theconservatude (Instagram) http://www.gettr.com/user/theconservatude (Gettr) http://www.twitter.com/theconservatude (Twitter)

This episode is also available as a blog post: http://confoundedinterest.net/2022/07/15/the-core-flexible-price-inflation-rises-to-18-74-while-core-inflation-plunges-to-8-40-fats-waller-backing-75-basis-point-hike-30y-mortgage-rate-rises-to-5-83/

In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell jump into this past week's updates on world news, real estate, market updates, the difference between CPI vs Core Inflation, and the big 401K mistakes.  This and more on today's episode. So tune in and enjoy!  Enter giveaway @ Go.MillionaireMindcast.com Text us at @ 844.447.1555 Episode Sponsored By: Athletic Greens AG1 Supplement TheRichLifeStore.com Questions? Comments? Do you have a success story you would like to share on the show? Send us an email to Questions@MillionaireMindcast.com

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? These are the topics that we'll tackle in the next couple of episodes of CFO at Home. We'll start today by talking with Economist Eric Mason to gain a better understanding of inflation, recessions, and how things got to where they are today. Key Takeaways Inflation  A measurement of how much prices have changed relative to  some point in the past Core Inflation - how stabilized prices that ordinarily do not change over time are changing; Durable goods (washing machines, refrigerators, etc) Contributing factors People are earning more. More buying power drives up prices Deficit spending  US Treasury has to borrow a dollar for every dollar it releases into the economy Deficit spending overheats the economy Producing beyond the production frontier - When an economy produces more than what it should be producing without taking on debt Pandemic stimulus payments increased deficit spending even more  To equate to a household; if you constantly dipping into your saving or running up credit card, you're not increasing your overall financial health  America enjoys “privileged nation status” because we borrow money in our own currency because the US dollar serves as the world's currency Recession  A retraction of GDP across two or more consecutive quarters GDP is “Gross Domestic Product”, the value of the goods and services produced in the United States When the capital you have depreciates and you can't replace it There currently aren't that many traditional indicators that a recession is coming Significant numbers of jobs are still being added to the economy What can we do to prepare/manage through If you're currently budgeting, revisit your budget and look are opportunities to reduce spending in targeted areas If you're not budgeting, start!  Be discriminating in what financial information you listen to Resources https://www.forbes.com/sites/jonathanponciano/2022/06/10/dow-plunges-750-points-after-very-troubling-inflation-report-fuels-fears-of-impending-recession/?sh=5f87c1e848a0 TheInformalEconomist.com Contact the Host - vince@thecfoathome.com

Singapore's core inflation accelerated to 3.3% year-on-year in April from a previous 10-year high of 2.9 per cent in March, driven by higher energy and food costs. In The Straits Times' The Big Story, Multimedia journalist Hairianto Dirman spoke with UOB economist Barnabas Gan as he weighs in on the development. See omnystudio.com/listener for privacy information.

.

Investec experts discuss the cost and impact of the KZN floods on supply chains | What now for core inflation? | Could the tourism sector be on its way to recovery? No Ordinary Wednesday with Jeremy Maggs · Investec Focus South Africa

Investec experts discuss the cost and impact of the KZN floods on supply chains | What now for core inflation? | Could the tourism sector be on its way to recovery? No Ordinary Wednesday with Jeremy Maggs

In today's Macrocast, Tony, John, and Brendan tackle the latest inflation data, China's disastrous COVID policies, and Elon Musk's bid to buy Twitter. Most of all, the group discusses whether the U.S. is finally over the worst of core inflation. Supply chain challenges will persist, but could demand for goods cool down soon?Show Notes:-Read the latest Consumer Price Index (CPI) data here.-Read HPS' latest jobs day fact sheet here.

Wall Street is looking at a firmer open Tuesday following a softer-than-expected reading for March core inflation that has taken some of the steam out of rising Treasury bond yields.

Join BCREA's Chief Economist, Brendon Ogmundson, for clarity re:  What is the CPI?Does the BOC really control Core Inflation?Wait, the Debt-To-Income ratio is calculated how?What about Prime?What about the bond yields?What about Real Estate pricing?Where is all of this headed?

This episode is also available as a blog post: http://confoundedinterest.net/2022/02/12/think-7-5-inflation-was-bad-how-about-flexible-core-inflation-at-19-2-year-treasury-yield-skyrocketing-along-with-mortgage-rates/

Hot Topics เช้านี้ 1. SET INDEX วานนี้ปิดลบเล็กน้อยจากความผันผวนของหุ้น DELTA ที่ส่งผลกระทบต่อ SET INDEX ราว -11 จุด 2. ราคา Natural Gas ที่สหรัฐฯ ปรับตัวขึ้น +5.9% ปิดที่ US$5.23 สูงสุดรอบ 7 ปี เป็นบวกกับหุ้นใด? 3. ติดตามตัวเลขเงินเฟ้อของสหรัฐฯ เดือน ส.ค. รายงานคือนี้ คาด Core Inflation +4.2% YoY 4. บทวิเคราะห์ ได้แก่ ZIGA, HENG, IFS --- Send in a voice message: https://anchor.fm/yuantathai/message

The major markets returned to its record setting ways as the domestic markets closed higher once again last week. The Nasdaq, Dow Jones, S&P 500, and even the MSCI World Index saw new all-time highs by the end of the week. This left the Emerging Market index as the notable exception sitting in negative territory for the week and almost flat on the year. The turnabout was surprising given how the week began. The S&P 500 closed with a loss over 1.5% on Monday. This marked the largest daily loss since May. However, the turnabout was quick with every other day last week closing higher. The gains were fairly consistent as only Utilities and Energy closed lower. Communication Services led the pack with the gain of three and a quarter percent. This was followed closely by Consumer Discretionary and Information Technology. But the gains were not limited to the equity markets. Bonds managed to add to the positive performance with gains in the Bloomberg Barclays US Aggregate Bond Index. This takes the Year-to-Date return to a slight loss of three quarters of a percent. In Economic News, Thursday's Weekly Initial Jobless Claims rose unexpectedly to 419,000 after testing a post-pandemic era low of 368,000 the prior week. Digging deeper, we see that according to the Department of Labor, the Total Continued Claimed Filed for UI Benefits in All Programs dropped by over 1.26 million as of July 3rd. As the Wall Street Journal recently highlighted, a number of states have opted to cut benefits prior to the September federal expiration which have consequently seen drops in their respective state's unemployment rolls. Yet, the timing of the end of the unemployment benefits has been seen as political. In both Indiana and Maryland, judges have issued temporary injunctions to block the termination of the additional unemployment benefits. This week, the markets will be looking at a number of housing related reports early in the week followed by the midweek FOMC Meeting which will conclude with a Press conference by Fed Chair Jerome Powell. Finally, the week will end with the release of the Core Inflation report and the University of Michigan Consumer Sentiment Index.

This episode is also available as a blog post: http://confoundedinterest.net/2021/07/13/headline-inflation-rises-to-5-4-yoy-core-inflation-hits-4-5-yoy-highest-since-1991-while-real-average-hourly-earnings-prints-at-1-7-yoy/

Jason Hartman examines why it's so important to keep local political climates in mind when you're buying investment properties, as well as fluctuating commodity prices and how much house flipping has changed since Covid began. Key Takeaways: [2:26] Core inflation at highest levels since 1992 [9:18] California is consideringe extending their eviction ban past June [15:58] US housing market is short 5.5 million homes according to the NAR [17:46] Lumber prices are moving lower [19:51] House flipping has hit its lowest level in 21 years Website: www.JasonHartman.com

This episode is also available as a blog post: http://confoundedinterest.net/2021/06/10/the-core-core-inflation-fastest-since-february-1992-3-8-yoy-higher-than-forecast-home-prices-growing-at-13-9-clip/

This episode is also available as a blog post: http://confoundedinterest.net/2021/04/13/u-s-consumer-prices-increased-in-march-by-most-since-2012-but-core-inflation-still-only-1-6-yoy-is-bitcoin-the-new-inflation-hedge/

Hot Topics วันนี้ 1.Core Inflation เดือน ก.พ. ของสหรัฐฯ เพิ่มขึ้นน้อยกว่าคาด ส่งผลให้ Bond Yield สหรัฐฯ ชะลอการปรับตัวขึ้น 2.กลุ่ม REIT, Property Fund และ IFF ฟื้นตัวโดดเด่นตามที่เราได้แนะนำต่อเนื่องตลอด 2 สัปดาห์ที่ผ่านมา 3.สหรัฐฯ ผ่านแผนกระตุ้นเศรษฐกิจ US$1.9 ล้านล้าน รอคุณไบเดนลงนาม 4.บทวิเคราะห์ ได้แก่ Theme Strategy, SPA --- Send in a voice message: https://anchor.fm/yuantathai/message