The Morning Call
1/13/23
I am travelling on
Friday. So, this is early.
The
Market
Technical
Thursday in the charts.
https://www.zerohedge.com/markets/soft-cpi-sparks-buying-panic-bonds-stocks-bitcoin-bullion
Note: the S&P
closed right on its 200 DMA. Successfully
challenging this resistance point will likely be a big plus for equities. Now it just has to do it.
Is the dollar
going to bounce?
https://allstarcharts.com/the-euro-has-the-answer/
Fundamental
Headlines
The
Economy
US
International
Other
The OPEC ‘put’.
https://www.ft.com/content/d235a4e5-1231-451f-8665-81695e7c4261
Wall Street’s newest ESG ploy.
The
Fed
The Fed ‘whisperer’ says next rate hike 25bp.
Inflation
Inside yesterday’s CPI number.
https://www.zerohedge.com/personal-finance/cpi-prints-expected-real-wages-shrink-21st-month-row
Parsing core inflation.
Recession
Is the labor market’s resilience about to
fade?
https://www.capitalspectator.com/is-the-labor-markets-resilience-poised-to-fade/
China
Why China is changing its tone towards
business.
https://www.nytimes.com/2023/01/12/business/china-economy.html?
US imports from China declined sharping in
November.
Bottom line
Three investment
themes for 2023 from Richard Bernstein Advisors.
https://www.advisorperspectives.com/commentaries/2023/01/11/3-investment-themes-for-2023
Low expectations for Q4 earnings season.
https://www.nytimes.com/2023/01/12/business/corporate-earnings-fourth-quarter.html
News on Stocks in Our Portfolios
What
I am reading today
Administrative
bloat in colleges.
https://www.powerlineblog.com/archives/2023/01/the-daily-chart-bloat-for-blubberers.php
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for Survival’s website (http://investingforsurvival.com/home)
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