We have a wrap-up of global, regional, and country-specific equity market price returns (i.e., not including dividends) for Q1 2022 and over the last 12 months. All the data below reflects…
Month: March 2022
VIX “Buy” Signals, Fund Flows, US/EU Inflation
Three “Data” items today: Topic #1: US mutual fund and ETF investors (retail and small institutions) continue to buy equities and gold but sell bonds. The data here is from the…
Yahoo Finance: "With inflation running hot, Google searches for food stamps remain elevated"
Excerpt from Yahoo Finance quoting DataTrek Research: …. “Bruising levels of inflation from rent to gas to food continues to hit many American households hard, so hard it may be pushing…
MarketWatch: "‘The dam finally broke’: 10-year Treasury yields spike to breach top of downward trend channel seen since mid-1980s, says Deutsche Bank"
Excerpt from MarketWatch quoting DataTrek co-founder Nick Colas: …. “Despite the spike higher in 10-year Treasury yields, “real interest rates remain solidly negative,” according to a DataTrek Research note emailed…
MarketWatch: "Is this it? More than half of workers still are not returning to office"
Excerpt from MarketWatch quoting DataTrek co-founder Nick Colas: …. “Nicholas Colas, co-founder of DataTrek Research, said the office occupancy data is consistent with employees having the upper hand in the…
Disruptive Innovation: Dos and Don’ts
As we discussed in yesterday’s “Markets” section, Q1 2022 has been a rollercoaster ride for global equity markets, and nowhere more so than in Technology stocks: The S&P 500 Tech…