Real Retail Sales Growth Flatlines
Still not back to trend
Making Sense of the Energy Crisis
Welcome to the feedback loop
Ed Yardeni: Inflation Going to Drop Quickly
Still too bullish
EV Market Revenue Set to Hit $384 Billion in 2022
Happening thing
Reserve Currencies Since 1900
A surprising amount of volatility
Gasoline Has Now Dropped More Than at Any Point in the 1970s
But is it really bullish?
Mark Mobius Still Bearish, Especially on China
Bearish on China
Global Food Prices Roll Over
A particularly cold winter in Europe could re-ignite the commodity rally
Rates Outlook Still Bad for Gold
It’s hard to see why TIPS would reverse and head to new negative lows