Thoughts on Inflation
“The Duke” specifies his thoughts on Inflation in August of 2023, and what we need to see moving forward on the Inflationary route, as we approach 2024.
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Financial Landscape
“The ‘Stock Market’ is ‘High'”, The Bull Case, The Bear Case, Inflation and Valuations … (PODCAST)
The market has seen soaring prices as of late. U.S. consumer prices (CPI) rose modestly in June and the year over year inflation number continues to subside. Do the traders at GTC Traders feel that inflation has truly been ‘tamed’ by aggressive hikes of the fed?
I, Trader: Artificial Intelligence (A.I.), Markets, Trading and Global Macro-Economic Impact (PODCAST)
Generative Artificial Intelligence (A.I.) is now here. There is ChatGPT and ChatGPT 4 available now. Writing Assistance is available. Agent GPT. What is Artificial Intelligence? How does Artificial Intelligence work and differentiate itself from normal computing. How does Artificial Intelligence compare to the impact of the Internet in 1994? What will be the Geo-political Impact? What may be the Macro-Economic impact with Artifical Intelligence? What impact would we see for Investing and Trading? We discuss this, in the very first GTC Traders Podcast …
The Intelligent Pause on Interest Rate Hikes by the Federal Reserve
At the recent July 14th Federal Reserve press conference, the Central Bank announced a ‘pause’ on interest rate hikes. This may have been one of their better moments in recent years.
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A Trade on Treasury Spreads
Many have commented on the inversion in the yield curve. This post is a conceptual look and description of a trade in Treasuries, that seeks to take advantage of the inversion.
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Waiting for the July Inflation Print
“The Duke” (of Decimilization) was not impressed and somewhat concerned by the May 2023 CPI Inflation report by the BLS.
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Economic News Release: CPI Inflation May 2023
Before the release by the BLS, consensus for CPI Inflation was +0.2% Month over Month (MoM), Core Month over Month (MoM) of 0.4%, and +5.3% Core Year over Year (YoY) for May 2023.
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Economic News Release: NAR Existing Home Sales May 2023
NAR Existing Home Sales May of 2023. Before the release by the NAR (National Association of Realtors, consensus for Existing home sales, on the low side was possibly for a decrease of -1.0%.
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Apocalypse! 25 Basis Points!
For eight years, from 2008 to 2016, the Federal Reserve stated that they could not move even 25 BPS away from zero. Was this truly the case? Has it led to many current problems?
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Economic News Release: CPI Inflation April 2023
Before the release by the BLS, consensus for CPI Inflation was +0.4% Month over Month (MoM), and +5.0% Year over Year (YoY) for April 2023.
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