Forest Business Services

10/18/2021

Investors are pricing in the prospects of headline CPI >= 2.5% over the next 10 years for the first time (data back to 2010)! Probability according to inflation swap caps/floors at 71%.

Also, the right-side tail of 3+% YoY up to a not so inconsequential 34%.

10/18/2021

FirstSquawk

U.S MANUFACTURING PRODUCTION (MOM) (SEP) ACTUAL: -0.7% VS 0.2% PREVIOUS; EST 0.1%

U.S CAPACITY UTILIZATION RATE (SEP) ACTUAL: 75.2% VS 76.4% PREVIOUS; EST 76.5%

U.S INDUSTRIAL PRODUCTION (MOM) (SEP) ACTUAL: -1.3% VS 0.4% PREVIOUS; EST 0.2%

10/18/2021

Flag of United States Misery Index

The Misery Index is nowhere near its 1970s level. Are stagflation fears overblown?

10/16/2021

$spx

10/16/2021

How's YOUR water level?

Flood Factor® is a free online tool created by First Street Foundation that makes it easy to find and visualize a home's past, current, and future flood risks.

10/16/2021

Decarbonising aviation is only possible with the support of both international political leadership and public-private collaboration. Here's how one group of ministers looks to create innovative policy.

10/16/2021

La Nina is Back.

Cold, stormy weather and hurricanes could plague the East Coast in the coming months. On the other end of the country,drought could worsen.

10/16/2021

Insiders

The Insider Transactions Ratio is back in the bearish zone
Right pointing backhand index https://isabelnet.com/?s=insider

$ndx $spx $spy
$djia

10/16/2021

https://www.zerohedge.com/

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

10/15/2021

Maybe the supply chain crisis is fading.

Number of anchored container ships is down 20%

10/12/2021

JP Morgan kicks off bank earnings tomorrow.

Banks have been on fire lately, doubling S&P 500 gains year to date.

10/11/2021

Commodities

Historically, commodity bull markets tend to last for years