The Morning Call
3/22/22
The
Market
Technical
Monday in the
charts.
https://www.zerohedge.com/markets/bonds-stocks-battered-powell-goes-full-volcker-crude-surges
A deeper look at
the Market internals.
https://www.zerohedge.com/the-market-ear/sleepy
Fundamental
Headlines
The
Economy
US
Month to date
retail chain store sales grew a roughly the same pace as in the prior week.
International
January EU YoY
construction output rose 4.1% versus consensus of -0.5%.
March UK
industrial trends orders index came in at 26 versus predictions of 16.
Other
Are we already in a recession?
Brace for a recession.
The
Fed
In a speech before
the National Association of Business Economic, Powell doubled down on hawkish
view.
https://www.zerohedge.com/economics/watch-live-fed-chair-powell-speaks-economic-conference
Inflation
Four reasons why high inflation will persist
in 2022.
https://fullstackeconomics.com/four-reasons-well-get-high-inflation-again-in-2022/
Repeating old mistakes.
https://www.city-journal.org/repeating-old-oil-mistakes
The bird flu has already claimed 12 million
chickens and turkeys.
What can the Fed do about the price of food,
gasoline, medicine or rent?
Dust Bowl conditions threaten winter wheat
harvest.
Geopolitics
David Stockman gives another lesson on the history
of Ukraine.
https://www.zerohedge.com/geopolitical/stockman-slams-zelenskyys-hyperbole-pearl-harbor-my-eye
News on Stocks in Our Portfolios
Nike press release (NYSE:NKE): FQ3 GAAP EPS of $0.87 beats by
$0.15.
Revenue of $10.87B (+4.9% Y/Y) beats by $260M.
What
I am reading today
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