The Morning Call
9/13/24
The
Market
Technical
Thursday in the charts.
https://www.zerohedge.com/markets/gold-surges-new-record-high-after-hot-ppi-ecb-triggers-dollar-dump
Gold hits new
record high.
https://www.zerohedge.com/commodities/ing-bank-gold-rally-just-getting-started
Fundamental
Headlines
The
Economy
US
International
July Japanese
industrial production was up 3.1% versus forecasts of up 2.8%; July EU
industrial production fell 0.3%, in line.
Other
Household net worth increased $2.8 trillion in
Q2.
https://www.calculatedriskblog.com/2024/09/feds-flow-of-funds-household-net-worth.html
Monetary
Policy
25 or 50?
https://disciplinefunds.com/2024/09/11/25-or-50/
Fiscal
Policy
Fiscal policy poses the greatest danger for
increasing inflation.
Interest of US debt surpasses $1 trillion.
Inflation
Six measures of core inflation.
https://econbrowser.com/archives/2024/09/five-measures-of-instantaneous-core-inflation
Recession
The probability of a recession is declining.
https://www.apolloacademy.com/the-probability-of-a-recession-is-declining/
Unemployment claims as a recession indicator.
Bottom lone
The case to buy
cyclicals.
https://www.zerohedge.com/the-market-ear/case-buy-cyclicals
Fair value estimate
of the ten year Treasury.
https://www.capitalspectator.com/10-year-us-treasury-yield-fair-value-estimate-11-september-2024/
News on Stocks in Our Portfolios
Williams-Sonoma
(NYSE:WSM) declares $0.57/share quarterly dividend, in line with previous.
What
I am reading today
Quote of the day.
https://cafehayek.com/2024/09/quotation-of-the-day-4763.html
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