QI TAKEAWAY — Winners and losers in the retail space should be ranked by stagflation risk. The biggest headwinds are coming from Auto & Home-Related Goods. Tailwinds are in place for Staples and Restaurants. Auto and Home-Related Goods sales fell 4.2% MoM in May,...
Yesterday’s Liberty Street communique that MBS sales would be piloted twice next week is the most concrete evidence that the Fed has shifted to a tightening stance. MBS QE is a spectacular PR failure as it’s so far gone as to harm homebuyers. No matter how much Powell...
QI TAKEAWAY — Buckle up for the start of the next round of survey data starting with today’s Empire State data out of New York. The inflationistas are poised to pounce on any sign that delivery times and prices paid are not abating culminating with Friday’s flash PMI...
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