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Seasonality Watch: Four charts that will make you go hmm…

Seasonality Watch: Four charts that will make you go hmm…

Feb 27, 2023 | Watch Series

Our working hypothesis continues to center around the current inflation pick-up resembling the September report from 2022 (released in October). Here are four charts that will make you go hmm…

Steno Signals #36 – Why 50% of the current rebound is manufactured in a spreadsheet

Steno Signals #36 – Why 50% of the current rebound is manufactured in a spreadsheet

Feb 19, 2023 | Steno Signals

We experience seasonal adjustments to an extent NEVER seen in time series history for CPI, Retail Sales and ISM numbers in January. Are we amidst a spreadsheet rebound or an actual economic rebound? We lean towards the former. Here is why…

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Something for your Espresso: What if it is not bad inflation..

Something for your Espresso: What if it is not bad inflation..

Feb 16, 2023 | Daily Post

Equity markets keep performing despite a front-end repricing of interest rates. If the consumer is really doing better than feared, then we are in for a different type of inflation compared to 2021/2022. And this time it is not as bad..

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