FlowBank

931 days ago

Rare spike in AAII pessimism after... S&P 500 declines 2%

Everyone has a foot out the door. AAII Sentiment plunged this week – among the fastest drops in history. Spikes in pessimism are very rare – this time all it took was a 2% pullback. This remains a "wall of worry" in full force – Follow the trend.

#Macro
Rare spike in AAII pessimism after... S&P 500 declines 2%

931 days ago

US retail sales post surprise beat (+0.7% m/m vs -0.8% expected)

US consumption lull might havew just ended

#Stocks #Macro
US retail sales post surprise beat (+0.7% m/m vs -0.8% expected)

931 days ago

Mentions of 'Stagflation' in Bloomberg news are rising faster than prices

Per Wikipedia: In economics, stagflation is a situation in which the inflation rate is high, the economic growth rate slows, and unemployment remains steadily high. It presents a dilemma for economic policy, since actions intended to lower inflation may exacerbate unemployment.

#Macro
Mentions of 'Stagflation' in Bloomberg news are rising faster than prices

932 days ago

UK 5yr breakeven inflation rate hits record high

This series is a measure of expected inflation (on average) over the five-year period that begins five years from today.

#Macro

932 days ago

UK inflation rate jumps to 9-year high

Annual inflation rate in the UK jumped to 3.2% in August of 2021, the highest since March 2021, from 2% in July and above market forecasts of 2.9%. A low base effect from last year had the biggest impact, because, in part, of discounted restaurant and café prices in August 2020 resulting from the government's Eat Out to Help Out scheme and, to a lesser extent, reductions in Value Added Tax across the same sector. @TradingEconomics

#Macro
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