DHUnplugged #638: Those Vigilantes!

Episode • Jan 18, 2023 • 58m

Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed.

China has an interesting update on their population.

Yield Curve inversion is real – pay attention.

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Warm Up
- Market in Rally Mode
- Climate Change at Davos, ESG defended (should be defunded)
- China releases population studies
- Mega Million > $1.35 Billion (ONE WINNER!)
- Biden classified docs - wow, unforced error there.

Market Update
- Quick Check - January 2023 - SP500 +4.2%, TLT +7.22%, QQQ +7%, EEM 9%, BTC +28%, FXI +13.5%, GLD +5%
- USD Basket 2023 Down 1%, 3 Months - 9%
- Bank earnings - mixed, watching for margins and outlook for remainder
- Bond yields pricing in easier Fed - 10Y @ 3.5%
- EU hints on slowing rate hikes - maybe only 0.25% at next meeting.

Deflation Talk ?

Commodity Prices

Housing Deflation?

Activity

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