FlowBank

1337 days ago

Cartoon of the day (by Hedgeye)

source: Bob Rich - Hedgeye Vault

#Macro
The Bulls and The Fed

1337 days ago

Will inflation make a come back?

On one hand, US food inflation is picking up (e.g year on year price increase: beef/veal: up 25.1%; eggs: 12.1%; pork: up 11.8%). On the other hand, the Federal Reserve is RAMPING up inflation. A come back of inflation will have major implications in terms of asset allocation and investors are NOT prepared for this - source: Golden Coasts Consultants 

#Macro
inflation

1337 days ago

The share of US "zombies" is surging

The share of “zombies” companies in the US keeps rising. It looks like bankrupt companies “unfile” to receive government bailouts than immediately file again - source: Deutsche Bank

#Macro
US zombies

1337 days ago

US recession probabilities

Asset classes are pricing in the probability of a US recession in a very different way - source: JP Morgan

#Macro
us recession

1339 days ago

No end in sight for restaurants

Source: NY Post

#Macro
nyc restaurants
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