The Morning Call
5/13/22
The
Market
Technical
Thursday in the
charts.
https://www.zerohedge.com/markets/bonds-bid-sp-enters-bear-nasdaq-plunges-worst-drawdown-lehman
The dollar continues
to strengthen.
https://www.ft.com/content/fdace694-4aa8-4671-8b94-e67cc7ab9ce2
The VIX is lagging
the Market.
https://www.zerohedge.com/the-market-ear/co-chlvij3
Fundamental
Headlines
The
Economy
US
International
March EU industrial production rose 0.7% versus
estimates of -2.0%.
Other
The US March trade deficit was the largest in
history.
The
Fed
The problem with cheap money.
https://investoramnesia.com/2022/05/08/deflating-narratives-a-diet-of-cheap-money/
I know Paul Volcker; and Jay Powell is no Paul
Volcker.
https://www.advisorperspectives.com/commentaries/2022/05/12/chickenhawks
The Fed always blows the economy up.
https://alephblog.com/2022/05/09/welcome-back-to-1994-redux/
What the Market is pricing the Fed to do.
https://www.zerohedge.com/markets/markets-expect-fed-do-something-it-has-never-done
Inflation
An inflation puzzle.
https://gregmankiw.blogspot.com/2022/05/an-inflation-puzzle.html
Consumer prices are still climbing rapidly.
https://www.nytimes.com/2022/05/11/business/economy/april-2022-cpi.html
Recession
Recession is what is spooking the Market.
https://www.linkedin.com/feed/hashtag/?keywords=valuation
China’s slowdown is rippling around the globe.
UK on the verge of recession.
https://www.zerohedge.com/markets/uk-recession-threat-soars-economy-contracts-march
Bottom line
What blew our
financial bubble so big? (must read)
https://www.nakedcapitalism.com/2022/05/what-blew-our-financial-bubble-so-big.html
News on Stocks in Our Portfolios
What
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