Jackson Hole Friday, New Miner High, Sector Rotation Ahead? PREVIEW Powell’s Jackson Hole speech hints at rate cuts, sparking miner rallies and tech sell-offs. Sector rotation signals economic shifts amid high inflation and a shrinking workforce. Jackson Hole Friday, New Miner High, Sector Rotation Ahead? PREVIEW Powell’s Jackson Hole speech hints at rate cuts, sparking miner rallies and tech sell-offs. Sector rotation signals economic shifts amid high inflation and a shrinking workforce.
Stagflation Shadows, Miners Shine, and a Markets Theory of Everything PREVIEW Consumer Economy Retail Sales (RSAFS) $726B +3.7B (+0.51% m/m) Industrial Production (INDPRO) 104.0 -0.13 (-0.12% m/m) Producer Price Index (PPIACO) 262.5 +1.88 (+0.72% m/m) CPI All Urban (CPIAUCSL) 322.13 +0.63 (+0.20% m/m) Retail Sales rose 0.51% m/m (6% annualized), which is a new all-time high, but it is probably not keeping up with inflation. There… Stagflation Shadows, Miners Shine, and a Markets Theory of Everything PREVIEW Consumer Economy Retail Sales (RSAFS) $726B +3.7B (+0.51% m/m) Industrial Production (INDPRO) 104.0 -0.13 (-0.12% m/m) Producer Price Index (PPIACO) 262.5 +1.88 (+0.72% m/m) CPI All Urban (CPIAUCSL) 322.13 +0.63 (+0.20% m/m) Retail Sales rose 0.51% m/m (6% annualized), which is a new all-time high, but it is probably not keeping up with inflation. There…
Gold and Miners Soar to All-Time Highs, Fed Rate Cuts Appear Imminent PREVIEW Gold and miners surge to all-time highs as Fed rate cuts loom. Bank credit stays low, hinting at recession risks, while equities rebound and oil falls. Gold and Miners Soar to All-Time Highs, Fed Rate Cuts Appear Imminent PREVIEW Gold and miners surge to all-time highs as Fed rate cuts loom. Bank credit stays low, hinting at recession risks, while equities rebound and oil falls.
Bad Payrolls Ignite Risk-Off Mode Amid Surging Disabilities and Gold’s Bullish Rally PREVIEW Bad payrolls trigger risk-off: weak jobs, plunging rates, volatile dollar, gold rally, and equity sell-off amid inflation and recession fears. Bad Payrolls Ignite Risk-Off Mode Amid Surging Disabilities and Gold’s Bullish Rally PREVIEW Bad payrolls trigger risk-off: weak jobs, plunging rates, volatile dollar, gold rally, and equity sell-off amid inflation and recession fears.
Miners Break Out as Rate Cuts Loom, Trickle Truths Unfold, and Epstein U-Turn Emerges PREVIEW Durable goods plunge, housing slumps, rate cuts are impending, miners breakout, dollar declines, and metals trend amid economic shifts. Miners Break Out as Rate Cuts Loom, Trickle Truths Unfold, and Epstein U-Turn Emerges PREVIEW Durable goods plunge, housing slumps, rate cuts are impending, miners breakout, dollar declines, and metals trend amid economic shifts.
Dollar Bullish Reversal, Crude Backwardation, and Trauma as Control PREVIEW Consumer Economy Retail Sales (RSAFS) $0.72T +4.6B (+0.63% m/m) Industrial Production (INDPRO) 104.0 +0.35 (+0.33% m/m) Producer Prices (PPIACO); 260.2 +1.68 (+0.65% m/m) Retail Sales (a dollar amount) rose 7.56% annualized – a nice move, maybe even keeping up with inflation, but not a new all-time high due to the big contraction (-6.2B) that happened… Dollar Bullish Reversal, Crude Backwardation, and Trauma as Control PREVIEW Consumer Economy Retail Sales (RSAFS) $0.72T +4.6B (+0.63% m/m) Industrial Production (INDPRO) 104.0 +0.35 (+0.33% m/m) Producer Prices (PPIACO); 260.2 +1.68 (+0.65% m/m) Retail Sales (a dollar amount) rose 7.56% annualized – a nice move, maybe even keeping up with inflation, but not a new all-time high due to the big contraction (-6.2B) that happened…
Silver Breakout, Copper All-Time High, and Nixon 2.0: Metals Rally Amid Political Peril PREVIEW Silver surges to 14-year highs, copper hits all-time peaks amid economic turmoil, while Trump risks a Nixon 2.0 scandal. Silver Breakout, Copper All-Time High, and Nixon 2.0: Metals Rally Amid Political Peril PREVIEW Silver surges to 14-year highs, copper hits all-time peaks amid economic turmoil, while Trump risks a Nixon 2.0 scandal.
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath. Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Housing Slowdown, Gold Correction, Your Brain on ChatGPT PREVIEW How much “internet content” is being produced by AI? College students, high school students – will writing even be a thing 10 years from now? The trend towards stupidity seems pretty clear – with the spike (DeathVax and/or the virus) that makes us more stupid, and now … Your Brain on ChatGPT. Is it a bug – or a feature?` Housing Slowdown, Gold Correction, Your Brain on ChatGPT PREVIEW How much “internet content” is being produced by AI? College students, high school students – will writing even be a thing 10 years from now? The trend towards stupidity seems pretty clear – with the spike (DeathVax and/or the virus) that makes us more stupid, and now … Your Brain on ChatGPT. Is it a bug – or a feature?`
Iran Bombed, What’s Next for the Markets? PREVIEW Will this be ‘the summer of emergence?’ If so, pretty much everything will change, perhaps irreparably. Iran Bombed, What’s Next for the Markets? PREVIEW Will this be ‘the summer of emergence?’ If so, pretty much everything will change, perhaps irreparably.
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