(1) Truth or dare in the Middle East. (2) Robert Hardy weighs in on latest attack on Saudi oil assets. (3) It was a professional hit job. (4) Plenty of oil reserves to cushion the blow if Saudi production is restored quickly. (5) Growing bank loans to business discredit inverted-yield-curve scare. (6) Over-weighted rent biasing CPI measures of inflation higher vs PCED measures. (7) Despite higher tariffs, import price inflation remains muted. (8) Surveys of pricing pressure showing less of it. (9) PPI inflation for trucking stuff taking a dive.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →