December CPI Rises to 2.9%

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Overview:                   Today, we got the December Consumer Price Index (CPI) report which showed an overall increase of 2.9% for the last year and 0.4% for the month (annualizes to 4.9%). That’s above last month’s 2.7% and above the prior month’s 2.6%. It was in-line with expectations. The Core CPI which excludes food and energy was … Read more

Weekly Points – January 10th, 2024 – 5 Things to Know in Investing This Week – The Currency and Debt Problem Issue

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This week, there was a lot of focus on potential financial stress. We’re seeing higher credit card delinquencies, higher commercial real estate delinquencies, and an increasing reticence of foreign central banks to hold more dollars. Despite Fed rate cuts, both housing prices and mortgage rates have continued to rise making homes even more unaffordable. Estimates … Read more

Posting Schedule

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Hi All, Lots of thoughts on my mind. Here’s the upcoming posting schedule: Wednesday (today):  The monthly CPI report. I expect to have this out around the 9:30am market open, but after the 9am DKI notification email. For those of you who don’t want to wait a day, please check the blog around 9:30 today. … Read more

Watch the 10-Year Treasury

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One issue I’ve spent a lot of time discussing with people over the past few months is the recent increase in bond yields. In mid-September, the 10-year Treasury was yielding 3.61%. Despite (or because of) 100bp of Fed rate cuts, the yield on that same security is now up to 4.67%. Some market observers are … Read more

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