1. Not only does the price of oil significantly affect inflation, it also drives our behavior.
Source: WSJ Daily Shot, As of 7/5/18
2. Yet another example of the unintended consequences of tariffs:
Source: WSJ Daily Shot; As of 7/5/18
3. After the annoucement of a possible 25% tarriff on U.S. lobster exports to China, one lobsterman put it simply: "Canadian lobsters look the same and they act the same, but will now cost 25% less."
4. There is more than one way to fight a trade war...
Source: Thompson Reuters, As of 7/4/18
5. "Dr. Copper" is getting crushed...
Source: WSJ Daily Shot; As of 7/4/18
6. The USD appreciation is casting a wide net...
Source: WSJ Daily Shot, As of 6/5/18
7. Interesting perspective on credit:
Source: WSJ Daily Shot, As of 7/5/18
8. Competing views?
Source: WSJ Daily Shot, As of 7/5/18
Read our memo from Monday, June 25th in response to the imminent S&P 500® Index reconfiguration:
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.
