Political uncertainty is opening up an interesting value opportunity.
The most growth-sensitive sector is caught in the crossfire of political and monetary risks.
The dollar move suggests only that we might avoid the worst-case inflationary scenario.
Markets struggle to come to terms with the reality of inflationary acceleration.
...basic materials sector earnings forecasts are exploding, and price hikes are starting to move through the pipeline?
Until the Fed reverses its inflationary course, the dollar is headed nowhere but lower.
Our inflationary fears are not reduced by the several popular China theories.
Equity sectors are being driven by both growth and inflation.
Another jobs report, another bad excuse for the Fed's flirtation with disaster.
Rising rates here won't be bad for stocks, knee-jerk reactions notwithstanding.