TMF

GDP Update: Moderate Growth And Disinflation Continue

Real GDP is growing at about a 2.2% annual pace. On a year-over-year basis, the deflator rose only 2.4%. The economy today is about 20% smaller than it could have been. Calafia Beach Pundit sees no reason to worry about a near-term recession.

M2 Still Points To Lower Inflation

U.S. GDP Growth Slows Markedly, And Inflation Remains The Focus

U.S. GDP growth slowed to 1.6% annualised in the first quarter of this year. But inflation is hotter than expected, with the core PCE deflator up 3.7%. Inflation makes a near-term Federal Reserve interest rate cut look less likely. First quarter GDP growth is well below the 2.5% consensus.

Money Supply Sees Major Jump In Recent Weeks

Money Supply Sees Major Jump In Recent Weeks. Money Supply should dip some heading into the summer before rebounding later in the year. The large increase in seasonally adjusted Money Supply occurred in March. The drop in reverse repos is driving Money Supply and the stock market higher.

Notable ETF Outflow Detected - TMF

Weekly Forecast, April 19, 2024: Higher For 30 Years?

Home Investing Strategy Bonds Analysis Weekly Forecast, April 19, 2024: Higher for 30 years? The Treasury curve was up 9 basis points at 2 years and was up 12 basis points in 10 years over the last week. The current negative 2-year/10-year Treasury spread is the longest such streak since 1976. The 1-month forward rate in 30 years jumped 0.19% to 3.77%. Inverted Treasury yield curve is an important indicator of a future recession.

Weekly Report: what happened at TMF last week (0415-0419)?

Technology Hitting The Peak Of The 2024 Market Cycle With Rotation To Value

Technology Hitting The Peak Of The 2024 Market Cycle With Rotation To Value. JD Henning provides an update on the market outlook for 2024 using the latest Momentum Gauge signals. Money flows are showing increased volatility and movement toward safety and value stocks. This article discusses the rotation from technology stocks to value stocks in the market. The odds of a Fed rate cut in June are dropping.