Inflation
Markets See Looming Recession – The Fed Sees “Softish” Landing
Market volatility in spades this week! On Tuesday, markets were all a-twitter (oops, can’t use that word!) over the large and unexpected rise in April’s
Universal Value Advisors
May 24, 2022
Inflation
When (Why) Bad News IS Good News
When (Why) Bad News IS Good News It was another volatile week in the financial markets. While there were up days, like Friday (May 13),
Universal Value Advisors
May 17, 2022
Inflation
The Recession No One Will Discuss
As Equity Investors Rush to Exit Employment – Weaker than the Narrative The markets yawned at April’s headline Payroll Survey number (+428K) despite the media’s
Universal Value Advisors
May 9, 2022
Inflation
Blame it on the Fed – Part II: Inflation
The biggest surprise of the month, a -1.4% real GDP print (preliminary) (market consensus was +1.0%) was greeted with a yawn on Thursday (April 28)
Universal Value Advisors
May 2, 2022
Federal Reserve
Blame It on the Fed – Part I: The Brewing Recession
For the past month, everybody has hated bonds; now they hate stocks too! The table shows the percentage fall in equity prices for the week
Universal Value Advisors
April 25, 2022
