Is the Fed Winning the Inflation War?
by Brian Clark, Knowledge Leaders Capital In anticipation of tomorrow’s rate decision, we saw another indicator today that…
Things (i.e. CPI) in Atlanta are Dropping Like a Stone
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Atlanta Fed Flexible CPI is a price series developed by…
US PMIs Show the Fed Walking a Fine Line
by Brian Clark, Knowledge Leaders Capital The US Purchasing Managers Composite Index (PMI) increased in January to 46.6…
Quarterly Strategy Report: Global Equity Opportunities
by Stephen Vanelli, CFA, Knowledge Leaders Capital In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed…
Inversion
by Stephen Vanelli, CFA, Knowledge Leaders Capital In a recent San Francisco Federal Reserve Publication titled “Monetary Policy…
That was a strong jobs report?
by Stephen Vanelli, CFA, Knowledge Leaders Capital While many seemed to focus on the basics of the employment…
Does the Inflation Risk Premium Decline Signal Lower Commodity Prices?
by Stephen Vanelli, CFA, Knowledge Leaders Capital There are many ways to decompose the bond market to identify…
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
S&P 500 Innovation Leaders vs. Followers
by Stephen Vanelli, CFA, Knowledge Leaders Capital While many perceive the S&P 500 Index to be a broad…
Is There a Common Denominator Between Australia & the US?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Last night, the Reserve Bank of Australia stopped short of another…
Has Innovation Bottomed? Is It Cheap Yet?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Innovation was the market darling thematic for many years leading up…
Four Technical Patterns in the Tech Sector
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our proprietary point-and-figure-based charting system, I review a couple thousand…
How Much Do Supply and Demand Drive Inflation?
by Stephen Vanelli, CFA, Knowledge Leaders Capital This the name of a recent research piece from the San…
Is Now the Time for Small-Caps to Shine?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Across US indexes, growth has experienced a resurgence relative to value…
Room to Run
by Stephen Vanelli, CFA, Knowledge Leaders Capital After the June 17, 2022 low, stocks have jumped higher, taking…
