Inflation/Deflation
Will The Equity Rally Broaden…
The Message From Super-Duper Core Inflation…
A preview of what to expect from next week’s FOMC meeting.
Eurozone Succumbs To A Technical Recession…
A benign disinflation will support equities over the next few quarters. Stocks will fall next year as a recession begins when investors least expect it.
A Return To Rate Hikes For The Bank Of Canada…
Lower Eurozone Inflation Expectations Foreshadow Slower Wage Growth…
Potential Drivers Of An Earnings Rebound…
What’s going on? The market-weighted stock market is up. But the equally-weighted stock market is not up. Neither is credit. Neither are industrial metal prices. Neither is the oil price, despite two waves of OPEC output cuts. We explain the dichotomy. Plus: European basic resources stocks can rebound, but Netherlands is likely to reverse.
Inflation Keeps The RBA Hawkish For Longer…