The Morning Call
10/10/24
The
Market
Technical
Wednesday in the
charts.
Market seasonality
and gold.
https://www.zerohedge.com/the-market-ear/stocks-silent-surge
https://www.zerohedge.com/the-market-ear/santa-sees-strong-seasonality
Fundamental
Headlines
The
Economy
US
Weekly initial jobless claims totaled 258,000
versus estimates of 230,000.
https://www.zerohedge.com/personal-finance/initial-jobless-claims-exploded-13-month-highs-last-week
September CPI came
in at +0.2% versus projections of +0.1%; core CPI was +0.3% versus +0.2%.
https://www.zerohedge.com/personal-finance/consumer-prices-surge-new-record-high
Can you say stagflation?
International
September Japanese
PPI was unchanged from August versus forecasts of down 0.3%.
Other
Monetary
Policy
Latest FOMC
minutes show Fed more divided on size of rate cuts.
https://www.zerohedge.com/markets/fomc-20
Recession
Home buyers strike.
Rising productivity shows economy remains resilient.
https://www.advisorperspectives.com/commentaries/2024/10/09/economy-resilient-rising-productivity
More support for a ‘no recession’ scenario.
https://www.capitalspectator.com/revised-q3-gdp-nowcast-continues-to-indicate-solid-us-growth/
Germany cuts 2024 GDP growth estimate.
https://www.ft.com/content/04fd5114-976d-4a6f-bf5a-176a0671757b
The mispricing
of recession and a soft landing.
https://www.zerohedge.com/markets/stocks-bonds-back-agreement-low-recession-risks
Geopolitics
Excerpt from Woodward’s new book.
https://www.zerohedge.com/political/whats-really-outrageous-about-woodwards-new-book
Bottom line
Ed Yardini
cautious on China.
Larry
& Ray’s Not-So Excellent Adventure in China is Over (yardeniquicktakes.com)
Dealing with
Market noise.
https://behaviouralinvestment.com/2024/10/08/the-noise-factory/
News on Stocks in Our Portfolios
What
I am reading today
Thoughts
on the distribution of wealth.
https://www.adamsmith.org/blog/why-wealth-inequality-isnt-much-of-a-thing
The Salem witch trials.
Everything
you need to know about the Salem witch trials (nationalgeographic.com)
The benefits of fasting.
https://www.zerohedge.com/medical/fasting-activates-cell-repair-mechanism-reverses-disease
Visit Investing
for Survival’s website (http://investingforsurvival.com/home)
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