FlowBank

340 days ago

Bond #yields suggest drop in #rates . Pivotal week for week, #nasdaq. $SPY $QQQ

This week will be key to watch as FOMC minutes on Wednesday and inflation data with the US PCE on Friday could offer investors more clues on the Fed's next move. Currently, markets are forecasting only few chances of a June interest rate hike. But more worrying, markets expect many interest rate cuts in the next 2 years. Should core inflation and the labor market remain so persistently tight, it could be that the market switches to a view where interest rates stay higher for longer.

352 days ago

Perspective: #Inflation vs average cycle $SPY $QQQ #stocks #trading

Today is US CPI day. So here is some perspective, even though markets do expect a hot inflation print. Source: Chart from The Leuthold Group


#Stocks

365 days ago

#Inflation at Highest Level in Decades – #Investors are divided #stocks $SPY

Investors are split over how much further inflation will retreat. Determining the direction of inflation should be key to tactical investment positioning. Investors will watch PCE data on Friday for clues on US inflation. Do you see Core inflation staying elevated or coming down? 

#Stocks

379 days ago

US #Inflation: Transportation costs difficult to shake off. #trading $SPY $QQQ $TLT

Here is a breakdown by Bloomberg of month-over-month 'Supercore' CPI figure (which is Core Services minus Rent or equivalent for owners) which the Fed is watching. The March number is +0.4%, down from +0.5% in February. Source: Bloomberg.

386 days ago

BofA: #Inflation to fall off a cliff $SPY $QQQ $TLT #trading #forex

Mean reversion is a powerful force, especially with tightening financial conditions. * It's only a forecast. The research also looks at average hourly earnings coming down, together with ISM services prices paid (to revert back to 2019 levels).

#Stocks
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