An update on consumer inflation shows the PCE (personal consumption expenditure) inflation was higher than expected. Canada strikes back at the U.S. by implementing tariffs on $13 billion worth of U.S. products. Finally, more updates on the S&P 500® Weekly, U.S. Dollar, and eight EM currencies wrap up today's post.
1. Bond yields have been declining on the long end of the curve...
Source: WSJ Daily Shot; As of 7/1/18
2. Did anyone think they would just do nothing?
Source: WSJ Daily Shot, As of 7/1/18
3. Even though many indicators are showing slowing growth in Europe, European inflation is still picking up.
Source: WSJ Daily Shot; As of 7/1/18
4. More headwind for emerging markets...
Source: WSJ Daily Shot, As of 7/1/18
5. A recap of what the second longest bull market has looked like.
Source: WSJ Daily Shot, As of 6/26/18
6. Little inflation worries showing up here...
Source: WSJ Daily Shot, As of 5/31/18
7. The USD's recovery has not been helping the trade deficit.
Source: WSJ Daily Shot, As of 6/26/18
8. Or most Emerging Market currencies...
Source: WSJ Daily Shot, As of 6/26/18
Did you know BCM Portfolio Manager Dave Haviland combs through hundreds of charts, including the ones above, and selects what he deems most pertinent to share between the BCM Investment Committee? We do the grunt-work for you so you can stay informed all week and pass on this information onto your clients!
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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.
