Housing Bubble on the Brink, Dollar Dips, and Risk Still Roaring (For Now) PREVIEW by davefairtex Consumer Economy Retail Sales (RSAFS) $732B +4.6B (+0.63% m/m) Industrial Production (INDPRO) 103.9 +0.10 (+0.10% m/m) US Housing Permits (PERMIT) 1.31m -50k (-3.67% m/m) US Housing Starts (HOUST) 1.30m -122k (-8.54% m/m) Retail Sales grew at an annualized rate of 7.56% – that’s decent expansion, and not recessionary. The Food & Bev segment grew just… Housing Bubble on the Brink, Dollar Dips, and Risk Still Roaring (For Now) PREVIEW by davefairtex Consumer Economy Retail Sales (RSAFS) $732B +4.6B (+0.63% m/m) Industrial Production (INDPRO) 103.9 +0.10 (+0.10% m/m) US Housing Permits (PERMIT) 1.31m -50k (-3.67% m/m) US Housing Starts (HOUST) 1.30m -122k (-8.54% m/m) Retail Sales grew at an annualized rate of 7.56% – that’s decent expansion, and not recessionary. The Food & Bev segment grew just…
CPI Stagflation Surges, Gold and Miners Hit Highs, Trump-Cession Looms PREVIEW by davefairtex Consumer economy data shows PPI declining, CPI rising, with significant inflation in travel and food. Credit, rates, currencies, metals, energy, and risk assets reflect mixed economic signals. CPI Stagflation Surges, Gold and Miners Hit Highs, Trump-Cession Looms PREVIEW by davefairtex Consumer economy data shows PPI declining, CPI rising, with significant inflation in travel and food. Credit, rates, currencies, metals, energy, and risk assets reflect mixed economic signals.
Gold and Miners Soar to All-Time Highs, Fed Rate Cuts Appear Imminent PREVIEW by davefairtex 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 by davefairtex 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.