Investors are clearly pricing in enormous growth from AI but are these expectations too high? May 19, 2023 8:16 pm
Is this the market top? Growth expectations continue to remain week, but the market has rallied strongly… May 17, 2023 3:46 pmMay 17, 2023 10:06 am
Powell’s job just got harder. Have inflation expectations really unanchored or Plunging CPI is just on the horizon? #HelpTheFed May 12, 2023 1:17 pm
Western Analysts Keep Lowering Expectations for Kiev’s “The Great Offensive!(tm)” May 8, 2023 9:02 pm
Inflation Alert! Fed releases Inflation Expectations Fall at Short-Term Horizon but Rise Slightly at Longer Horizons. One-year (4.4%), 3year (2.9%), and 5-year (2.6%) inflation expectations all higher than the Fed’s target of 2%. Inflation appears to be becoming anchored in consumers expectations. May 9, 2023 8:25 amMay 8, 2023 5:48 pm
US Treasury 10Y Yield Up 8.5 Basis Points To 3.91% As Expectations of Fed Rate Hikes Escalate To 5.23% By June 2023 FOMC Meeting February 21, 2023 3:16 pm
CPI at 6.5%, core CPI at 5.7%, falling in line with expectations. But eggs in California are up 500% … January 12, 2023 1:22 pm
Hot, Hot, Hot! New Gauge of Inflation Expectations Has Bad News (Indirect Consumer Inflation Expectations On The Rise And Above 8%) November 20, 2022 8:48 amNovember 18, 2022 1:46 pm
Euro-zone inflation climbs to 10.7% in October, well above expectations… Italy: ‘Interest rates in the euro zone need to rise further’ October 31, 2022 4:31 pmOctober 31, 2022 7:53 am
Expectations of lower house prices are getting more deeply entrenched within the American population… October 13, 2022 12:37 pm
EPS Expectations Falling Off A Cliff. The Fed Pivot Bailout Fantasy Is Sadly Buffoonish July 30, 2022 9:09 pmJuly 29, 2022 6:35 pm
Inflation Expectations In Backwardation, And The Fed Has No Idea What This Means June 7, 2022 11:58 am
White House Tells Media to Lower Expectations on Government Transparency – Jennifer Psaki Refuses to Answer Questions About Hunter Biden and Sketchy Financial Interests December 7, 2021 4:20 pm
The irony of economics is that inflation expectations are always highest at the end of the cycle… The similarities to 2008 keep piling up! November 10, 2021 6:59 pm
