Industry Notes


January 8, 2023

Euro Zone Inflation (Excl. Energy) Just Hit a New Record as Did Services Inflation; ECB Reacts w/ Record Withdrawal of Liquidity (this is Bad for Risk Assets)

By Gordon L. Johnson II

Metals & Mining Weekly – The ECB Reacts to Surging Inflation by Draining Huge Chunk of Liquidity & Hiking Rates at Record Pace The European Central Bank (“ECB”) Can’t Seem to Tame the “Inflation Beast”….

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January 4, 2023

Has The Market “Really” Priced in the Severity of a Likely 2023E Earnings Recession?

By Gordon L. Johnson II

Metals & Mining Weekly – Focus on Recent Inflation Data as well as What China’s Disorderly Opening Means It Seems the Recently Weaker Inflation Data, While Bullish for Bonds, Could Prove Bearish for Stocks. While…

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