VGSH

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.

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

Delta Air Lines, Samsara And More On CNBC's 'Final Trades'

Jim Lebenthal of Cerity Partners named Delta Air Lines, Inc. (NYSE:DAL) as his final trade. Joshua Brown of Ritholtz Wealth Management said he is long on Samsara Inc. The airline reported better-than-expected first-quarter earnings on April 10.

Belated March CPI Analysis

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