While there may be inflation concerns here, in Europe and Japan, deflation is front and center

Euro Zone The global recovery from the pandemic has sparked a surge in inflation, but it's a welcome respite for the European Union, which has spent the past decade flirting dangerously with deflation. Given that the yearly inflation rate was negative at the start of this year, a brief stint above target is the least … Continue reading While there may be inflation concerns here, in Europe and Japan, deflation is front and center

Fundamental and technical indicators point squarely to transitory inflation

there's a lot of talk about price inflation because of base effects from a year ago. Other indicators, however, are being cited by some as warning signs of potentially rising price inflation. For example, supply chain bottlenecks and labor shortages are putting existing labor prices under upward pressure. So over the next few months, the … Continue reading Fundamental and technical indicators point squarely to transitory inflation

A closer look at utilizing Value and Momentum

Dr. Jack Vogel recently shared a study he conducted that looked at: Is it better to combine value and momentum to create a portfolio? ORConcentrate on the value and momentum factors independently before combining the factor portfolio? To complete his study he examined mid and large-cap caps in US and International Developed markets. The Findings … Continue reading A closer look at utilizing Value and Momentum

The fall in real estate sales may portend trouble ahead for stocks

The cost of housing has risen dramatically in many sections of the country. In March, the index of property prices in 20 major cities rose 13.3 percent year over year. That figure appears to be a positive indicator for the home market. Then why is there danger brewing? So, here's a chart that could help. … Continue reading The fall in real estate sales may portend trouble ahead for stocks