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Michael Ashton

www.enduringinvestments.com
  • Analysis & Comment

Michael Ashton's Comment & Analysis
A complete archive of Michael Ashton's articles, including current analysis & comment - Page 9

Weekly Inflation Outlook: Have We Seen the Peak?
By Michael Ashton - Dec 05, 2022
On Friday, investors freaked out a bit when the employment report showed not just a slightly-higher-than-expected growth in new jobs but also a significant miss to the high side on average hourly...
Last week, the Fed reported that the M2 money supply declined, slightly, again. The year-over-year rate of change is now down to a paltry 1.3%.Source: BloombergNot only that, but the...
Despite what you may have read last week, the downward surprise in inflation is not a sign that inflation is about to collapse, that the Fed has won, and that rates will soon be in full-throated...
The market has been pricing in a relatively rapid pivot by the Fed after this week’s expected 75bps hike However, given the persistency in inflation and the Fed’s firm stance, I believe a...
Bond market behavior last week was somewhat disturbing as 10-year nominal rates shot past 4% and 10-year real rates got as high as 1.75% before pulling back a trifle. This was despite Fed speakers...
Another week, another upside surprise on an inflation indicator. Core CPI reached a fresh y/y high for the move, marking at least the third time we’ve been expecting the peak to be in—and,...
Last week, I reminded readers that high-inflation environments are associated with lower equity multiples, all else being equal, and that that phenomenon has been true for more than a hundred years....
Stepping into the spooky month (from a historical market perspective, of course) of October, we need to take administrative notice of the fact that the S&P 500 has fallen more than 8% in three of...
This week, we will again get several opportunities to reconsider the received wisdom that when mortgage rates rise, home prices must fall. Last week, median home prices in the Existing Home Sales...
This week we will again get several opportunities to reconsider the received wisdom that when mortgage rates rise, home prices must fall. Last week, median home prices in the existing home sales...