Greetings,
The United States: Here is the ISM price index vs. the core PCE inflation.
The 5-year breakeven rate (market-based inflation expectations) hit the highest level in over a decade.
United Kingdom: The UK GDP continues to lag peers.
Commodities: US steel prices keep climbing.
Equities: We have some equity factor performance charts.
Value vs. growth:
High-dividend shares:
Momentum:
Rates: Demand for Treasury securities is not expected to keep up with the issuance.
Food For Thought: Support for the $1.9 trillion stimulus bill:
Edited by Daniel Moskovits
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