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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: July 2021
Reduced birth and longevity rates exert deflationary impacts for years
The COVID-19 pandemic has exacerbated the deflationary trends of falling birth and longevity rates, especially in the world’s largest consumer nation–America. The effects will last for years. Life expectancy in the U.S. fell by 1.5 years in 2020, the biggest … Continue reading
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Treasury yields leading risk markets lower
Born of inflation mania and rampant speculation, the latest downturn in risk markets has been telegraphed by declining global inflation expectations (below since 1995) and falling Treasury yields since the end of March 2021. As noted in my partner Cory … Continue reading
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Longer term industrial decline continues
Government bonds and the US dollar are soaring today as risk markets tank across the board. Deflationary forces are taking the upper hand once more. Just the facts: “Industrial production is lower now than in March 2008…we may want to … Continue reading
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