The Morning Call
7/12/22
The
Market
Technical
Monday in the
charts.
https://www.zerohedge.com/markets/labor-market-reality-check-sends-stocks-bond-yields-tumbling
Is the mother of
all consensus trades running out of steam?
https://www.zerohedge.com/the-market-ear/timetothink
Fundamental
Headlines
The
Economy
US
The
June small business optimism index was reported at 89.5 versus expectations of
92.8.
International
June Japanese PPI came in at +0.7% versus estimates
of +0.5%.
The July EU economic
sentiment index was -53.8 versus forecasts of -38.3; the July German economic sentiment
index was -45.8 versus -34.5.
Other
Last week in the economic charts.
https://compoundadvisors.com/2022/7-chart-saturday-7-8-22
Update on five high frequency economic indicators.
https://www.calculatedriskblog.com/2022/07/five-high-frequency-indicators-for_11.html
Inflation
Gasoline prices continue to fall.
https://econbrowser.com/archives/2022/07/gasoline-prices-continue-to-fall
Corn prices soar as heat wave continues.
https://www.zerohedge.com/commodities/corn-prices-soar-heat-could-damage-yields
Peak inflation?
https://www.zerohedge.com/economics/one-bank-warns-brace-huge-cpi-surge-its-all-downhill-there
Recession
Don’t believe the recession forecasts.
https://evergreengavekal.com/dont-believe-theus-recession-forecasts/
Will Q1 GDP be revised up?
https://econbrowser.com/archives/2022/07/why-i-suspect-q1-gdp-will-eventually-be-revised-up
Housing market is cratering.
China
China’s economy stumbles in the fog of the
Covid war.
https://www.nytimes.com/2022/07/11/business/china-economy-covid.html
Bottom line
The consequences
of a 2% return (must read).
https://www.advisorperspectives.com/commentaries/2022/07/08/john-bull-and-two-percent
News on Stocks in Our Portfolios
What
I am reading today
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