The Morning Call
11/10/22
The
Market
Technical
Wednesday in the charts.
https://www.zerohedge.com/markets/meh-midterms-ftx-fiasco-spark-red-wave-across-stocks-crypto
New concerns about falling Treasuries demand.
https://www.aier.org/article/a-new-concern-falling-us-treasury-demand/
3/10 yield curve
stays negative.
https://www.capitalspectator.com/macro-briefing-10-november-2022/
Fundamental
Headlines
US
Weekly initial jobless claims totaled 225,000
versus expectations of 220,000.
October CPI came in at +0.4% versus
consensus of +0.6%; core CPI was +0.3%
versus +0.5%.
International
September Chinese
YoY vehicle sales were up 6.9% versus forecasts of up 18.0%.
October Japanese
YoY machine tool orders fell 5.4% versus estimates of up 1.2%.
Other
October per capita vehicle sales.
The
Fed
Some investors betting Fed could raise rates
to two decades high.
Inflation
David Stockman makes the case for stagflation.
https://brownstone.org/articles/the-post-lockdown-labor-market-weak-and-worsening/
Energy bills in Europe soar.
https://www.zerohedge.com/energy/energy-bills-europe-are-90-higher-last-year
Fiscal
Policy
Europe doubles down on government spending.
https://www.wsj.com/articles/europe-doubles-down-on-big-government-11667984528
Bottomline
Ten steps for surviving a bear market.
https://wealthfoundme.com/season-22-episode-10-survivors-manual/
News on Stocks in Our Portfolios
BlackRock (NYSE:BLK) declares $4.88/share quarterly dividend, in line with previous.
What
I am reading today
Visit Investing
for Survival’s website (http://investingforsurvival.com/home)
to learn more about our Investment Strategy, Prices Disciplines and Subscriber
Service.
No comments:
Post a Comment