We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
Sales and Inflation Retreated in April
April retail sales and CPI are the latest in a string of data stretching over the past month demonstrating the devastating power of a nationwide lockdown. Parts of the US are reopening now, but these reports offer a serious reality check of what must be overcome in the recovery ahead.Plus "The Week Ahead," a preview of next week’s potentially market-moving events.
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