April 10 2023 | Inflation in headlines again. Last week OPEC surprises investors with announcing a supply cut of about 1.2 million barrels of oil per day. Why it matters: Reduced oil supply will likely drive up gas prices again, further fueling inflation concerns. Source: thedailyshot
...April 10 2023| Credit conditions are tightening. Why it matters: Through a spyglass, the Silicon Valley Bank collapse isn’t systemic. Regardless, its impact can’t be ignored. Banks are tightening lending standards which may weigh on businesses potentially causing an increase in layoffs. Source: thedailyshot
...February 20, 2023| Inflation came in slightly higher than expected, with shelter costs as a major contributing factor. Despite this, we continue to believe this trend will reverse as a slowing housing market pulls down prices. Source: thedailyshot
...February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot
...February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot
...February 20, 2023| Banks are tightening their lending standards, this is likely not good news for the economy. Historically, this trend has led to fewer loans issued, resulting in less liquidity and more volatility. Source: thedailyshot
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