Factories are hiring rapidly to keep up with the demand in our first chart covering the "prices paid" index. We share further updates on consumer debt and more specifically student loan delinquency rates. The trade-weighted renminbi keeps climbing with the dollar as the Nikkei has been up 8 weeks in a row in a Japanese growth spurt.
1. These trends will eventually show up in the inflation measures...
Source: WSJ Daily Shot; As of 5/18/18
2. The U.S. economy is still charging ahead per the LEI and CEI...
Source: WSJ Daily Shot; As of 5/18/18
3. The NY Fed's update on consumer debt and delinquency rates.
Source: WSJ Daily Shot; As of 5/18/18
4. Has the Abe QE policies finally ignited the Japanese economy? The Nikkei has been up 8 weeks in a row...
Source: WSJ Daily Shot; As of 5/18/18
5. This will all dramatically change on or about 7/01/18 when The S&P sectors are reconstituted.
Source: WSJ Daily Shot; As of 5/18/18
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6. Good news in the face of a stronger USD...if the Yuan keeps up then our trade deficit should not worsen.
Source: WSJ Daily Shot; As of 5/17/18
7. When will someone utter the famous phrase "The Emperor has no clothes"?
Source: WSJ Daily Shot; As of 5/21/18
8. More signs of a maturing economic cycle.
Source: WSJ Daily Shot; As of 5/21/18
9. As mentioned before, this should be a headwind for future economic growth.
Source: WSJ Daily Shot; As of 5/21/18
10. If you have children, you realize how much it costs to raise them. This stat is bad news for U.S. consumerism and our consumer driven economy.
Source: WSJ Daily Shot; As of 5/18/18
Disclosure: The charts and info-graphics contained in this blog are typically based on data obtained from 3rd parties and are believed to be accurate. The commentary included is the opinion of the author and subject to change at any time. Any reference to specific securities or investments are for illustrative purposes only and are not intended as investment advice nor are a recommendation to take any action. Individual securities mentioned may be held in client accounts.
