Volatility remains high as shown by VIX refusing to come down
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Nasdaq 2021 EPS estimates on a sharp decline while 2022 estimates continue trending down
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The price at the pump costs an arm and a leg and American consumers can feel it. With energy being the largest driver of inflation in the past 12 months, it’s time to ask, “What the heck is going on with gasoline prices?”
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Near-term employment continues to improve post-federal stimulus expiry
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Most prices are returning to normalized levels, but gas prices rose a staggering +12.3% month on month, which contributed to almost all of the CPI surprise.
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The IG bond market is pricing in significantly more risks than the equity market is at the moment, and all the indicators seem to be pointing towards full risk on in the equity markets - seems a bit toppy.
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2022 EPS estimates on the S&P and Nasdaq are starting to trail off, despite 2021 still rising. The market is still expecting a strong Q4 holiday season.
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To discover what’s really going on in the shipping industry, and to get answers beyond “because Covid”, we can delve into the activities of the world’s largest logistics companies and their support networks.
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Over the last quarter, inflation has been the primary point of concern for financial markets.
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Q2 earnings season is among us and inflation is being priced in. The Consumer Price Index (CPI) increased 0.9% in June after rising 0.6% in May.
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The NFIB Small Business Survey Optimism Index broke above 100 for the month of June, implying strength across the small business segment in the U.S.
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