Inflation Unemployment Rate (%) 1 Year
Post Oil Shock’s uptick is coming back down towards current levels
Inflation Rate (%) Money Gains From Consumption (%) 1 Year
Post Oil Shock’s uptick is coming back down towards current levels
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Presence of primary dealers
The number of primary dealers has declined considerably over the past six months
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Next chart is the trade deficit, which has deteriorated significantly since April
What investors should look for: its relationship with stocks in a solid and growing recovery economy; even the improving data hasn’t changed the long-term trend yet.
Next chart is the chart of interest rates. The yield curve is intact despite years of predictions it would flatten; there is further room for an extension to the curve; attention should turn to the INR and Aussie DOLLAR and these should also have an impact on US DOLLAR.
Next chart is the chart of the stock market. The Dow Jones was truly the laggard; it could only close above 15,000, then below and doesn’t seem to have any fundamental fundamental support at the moment.
The next chart is the stock market. The Dow Jones was truly the laggard; it could only close above 15,000, then below and doesn’t seem to have any fundamental fundamental support at the moment.
The next chart is the chart of the number of homebuilders in relation to the stock market. The stock market is starting to recover; the homebuilders on the other hand appear to be a one-hit wonder as they moved as soon as the market recovery started.
Next chart is the number of firms that have bought back stock relative to the number of firms that have hired. In my opinion, this could be another indicator to the market that stocks are recovering.
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Finally the chart of net mutual fund flows and bonds. I would call this a negative correlation between net mutual fund flows and inflation and interest rates.