Inflation
Listen to a short summary of this report. Executive Summary Significant Savings Provide A Moat Around Consumers
Significant Savings Provide A Moat Around Consumers…
Executive Summary Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation
Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the…
Executive Summary Government bond yields worldwide are falling due to fears of a global recession that will lead to monetary easing in 2023. This pricing is too optimistic with inflation likely to remain well above central bank targets next year. Even…
Listen to a short summary of this report. Executive Summary Investors Are Pricing In A Much More Aggressive Tightening Cycle Than At The Start Of The Year
Investors Are Pricing In A…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of 2008, and the dot com…
Listen to a short summary of this report. Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows…
Listen to a short summary of this report. Executive Summary The TIPS Market Foresees A Sharp Deceleration In Inflation
What If The TIPS Are Right…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s choice’. Inflation at 2 percent, or full…
Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and…