CORE CPI & CORE PCE INFLATION TRENDING LOWER
TRIGGER$ September 2017
WATCH US$ & CONSUMER COMFORT AS ECB’S OCTOBER 26TH MEETING APPROACHES!
WATCH US$ & CONSUMER COMFORT AS ECB’S OCTOBER 26TH MEETING APPROACHES! LATEST CONSUMER COMFORT UPDATE: US CONSUMER COMFORT PLUNGES MOST IN 13 MONTHS AS “PERSONAL FINANCE” FEARS MOUNT ————————————————————————————————– EXISTING POST: WATCH US$ & CONSUMER COMFORT AS ECB’S OCTOBER 26TH MEETING APPROACHES! Unless you have been living under a rock you are well aware of what […]
A LEADING SENTIMENT INDICATOR – THE NAAIM NUMBER BREAKS CRITICAL TREND SUPPORT
A LEADING SENTIMENT INDICATOR – THE NAAIM NUMBER BREAKS CRITICAL TREND SUPPORT The NAAIM Exposure Index represents the average exposure to US Equity markets reported by our members. The green line shows the close of the S&P 500 Total Return Index on the survey date. The blue line depicts a two-week moving average of the NAAIM managers’ […]
SII RETAIL: ARE GROCERY CHAINS AN EMERGING PROBLEM AS THEY ARE POTENTIALLY “AMAZONED”?
SII RETAIL: ARE GROCERY CHAINS AN EMERGING PROBLEM AS THEY ARE POTENTIALLY “AMAZONED”? — SOURCE: 09-02-17 ZeroHedge – “Are Grocery Chains About To Join The Retail-Bankruptcy Bloodbath?” — Amazon officially assumed control of Whole Foods Market on Monday and by noon, channel checks at WFM stores revealed that its new tech overlords had already slashed prices by […]
CREDIT FUELED CONSUMPTION SUSTAINING ‘AMERICA DREAM’ (OR BASIC SURVIVAL FOR MOST!)
CREDIT FUELED CONSUMPTION SUSTAINING ‘AMERICA DREAM’ (OR BASIC SURVIVAL FOR MOST!) In 1980, household credit market debt stood at $1.3 Trillion. To move consumption, as a percent of the economy, from 61% to 67% by the year 2000 it required an increase of $5.6 Trillion in debt. Since 2000, consumption as a percent of the economy […]
DISPOSABLE VERSUS DISCRETIONARY INCOME OF BOTTOM 80 PERCENTILE DOOMS US RETAIL TO SECULAR STAGNATION!
DISPOSABLE VERSUS DISCRETIONARY INCOME OF BOTTOM 80 PERCENTILE DOOMS US RETAIL TO SECULAR STAGNATION!
GOLD’S 2017 RELATIVE PERFORMANCE
GOLD’S 2017 RELATIVE PERFORMANCE
SENTIMENT: CONSUMER COMFORT CORRELATES WITH FORWARD S&P 500 PE
SENTIMENT: CONSUMER COMFORT CORRELATES WITH FORWARD S&P 500 PE In my recent editorial entitled “WHAT WE KEEP FORGETTING ABOUT MARKET EUPHORIA & GREED” I outlined that in the Short Term the market reacts to Sentiment. The following research by Dr Ed Yardeni shows how closely (bottom chart) the Consumer Comfort Index in fact tracks the […]
EXPECT A FLIGHT TO SAFETY SCARE IN Q4 ( 10 y UST ~ 2.85) BEFORE HEADING LONG TERM < 1%
EXPECT A FLIGHT TO SAFETY SCARE IN Q4 ( 10 y UST ~ 2.85) BEFORE HEADING LONG TERM < 1% At MATASII we have been strong in OUR “UnderTheLens” and “LONGWave” videos that we see 10 Y UST rates below 1% long term. We have more recently felt (in our IDEA posts ) that a […]