April 17 2023| Producer prices decreased the most since 2020. Markets see this as further evidence that inflation is slowing. Why It Matters: Lower producer prices can reduce cost pressures on businesses, potentially leading to more stability in pricing. Source: thedailyshot

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February 13, 2023| China lifting its COVID lockdown has major implications, not just for the European Union but also for South America. As a major importer, this could drive demand and boost emerging markets.We’re seeing positive inflows in these markets.Source: Gaveka

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August 19, 2022 | Trucking company’s revenues continue to move lower since peaking in early 2022, another sign that supply chain bottlenecks are easing. Bottlenecks easing = Cheaper supply chains = Lower prices Further evidence that inflation should be slowing. Source: thedailyshot

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July 29, 2022 | US GDP came in negative for the second consecutive quarter. While headlines questioned if it meant it was ‘technically’ a recession or not, more importantly, the meaningful drag from inventories highlights the fact that supply chain issues have cleared up. Source: thedailyshot

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