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Cory’s Chart Corner
Many 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.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Monthly Archives: June 2023
Follow the data
Markets on Pact to Snap Winning Streak — DiMartino Booth joins Fox Business. Here is a direct video link.
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EPB Macro: this “perfect downtrend” won’t go away
The disinflationary weight of debt and aging demographics are still in motion. Eric explains the implications well in this segment. This video discusses the alarming trend of declining interest rates and its impact on the economy. Real interest rates, which … Continue reading
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Recessions come with bear markets
David Rosenberg, founder and president of Rosenberg Research, joins BNN Bloomberg to discuss U.S. Fed chair Jerome Powell’s latest comments. He says a recession certainly will happen, and we’re at or near the end of the tightening cycle. Here is … Continue reading
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