Tag: ETF economic and industrial analysis

The 2023 China re-opening will lead to more travel and short-term consumption splurges but much fewer long-term household investments like housing. Even though the one-year performance is similar, Chinese

As I wrote in a recent article on the United States Brent Oil Fund ( BNO ), one of the largest consequences of a China re-opening is going to be a surge in demand for energy commodities like crude oil and gasoline:

The good news is active investors can help find companies that can still prosper even in these challenging times, and by identifying those companies and investing in them, we can set up portfolios for success

China’s Leading Indicators Point to Declining Producer Prices If we get around to late 2023 and the labor market is blowing through the Fed’s 4.4% unemployment rate forecast, I think that will take people by

So, try to imagine a world where the Fed can deeply invert the yield curve to fight the inflationary shock, without causing a recession. The Fed projected in December 2021 a 4% GDP growth for 2022, with the 2.6%

I think one of the positives that I saw this year, which wasn’t discussed a whole lot, but actually, if you track that CPI-E number, which is the Consumer Price Index Experimental to track our senior spending, that