Calafia Beach Pundit
Wednesday, June 10, 2026

Inflation likely to subside, growth likely to improve

›
Rising real interest rates and falling non-energy commodity prices are laying the foundation for lower overall inflation. Meanwhile, there a...
5 comments:
Friday, May 29, 2026

Key macro charts update: still looking good

›
Consumer confidence is low, and surveys find that the majority of the US population thinks the economy is getting worse. According to Rasmus...
12 comments:
Wednesday, April 29, 2026

M2 update: still looking like inflation will remain low

›
Here's an updated look at key charts and indicators that I have been following for the past several years. All continue to suggest that ...
18 comments:
Thursday, April 9, 2026

Corporate profits are very healthy

›
Corporate profits are the mother's milk for equity prices, and they are stronger than ever relative to the size of the economy. No wonde...
8 comments:
Tuesday, April 7, 2026

The market is not very nervous

›
As I write this, we are only 3 hours away from Trump's ultimatum to Iran: open the Strait or face annihilation. Personally, I can't...
2 comments:
‹
›
Home
View web version

About Me

My photo
View my complete profile
Powered by Blogger.