cornerstoneams
He Then Offered, "I don't see the 'stag' or the 'flation'"
Within various editions over the previous couple of years we have, on occasion, mentioned a downstream potential for stagflation.
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@ The Corner
cornerstoneams
- Apr 22
- 5 min
If this is a Bull market, it is a Very Strange Bull Market
While we have not addressed this topic within published editions for some time now we have not stopped addressing it internally as recent
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cornerstoneams
- Jan 29
- 5 min
Does a Strengthening Economy Need Interest Rate Cuts?
CAMS Weekly View from the Corner - Week ending 1/26/24 January 29, 2024 This past week we had an assortment of economic data releases...
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cornerstoneams
- Jan 22
- 5 min
Back to the Tip of the Spear
CAMS Weekly View from the Corner - Week ending 1/19/24 January 22, 2024 We have addressed what we think of as a tip of the spear for the...
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cornerstoneams
- Jan 9
- 5 min
The Steady Employment Market
CAMS Weekly View from the Corner - Week ending 1/5/24 January 8, 2024 We begin this New Year with a general look into the employment...
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cornerstoneams
- Dec 18, 2023
- 7 min
A Chat with the Citizen in You, Through the Lens of the Fed
CAMS Weekly View from the Corner - Week ending 12/15/23 December 18, 2023 “My colleagues and I are acutely aware that high inflation...
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cornerstoneams
- Dec 11, 2023
- 5 min
The Interaction of Household Earnings, Credit and Price Inflation
This past week we had updated information released across economic reports that when pieced together allows us to share a tale of the...
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cornerstoneams
- Dec 4, 2023
- 5 min
Dear Fed - Market Participants Have Found Your Punchbowl
Back in the mid-1950’s the then sitting Federal Reserve Chairman William McChesney Martin offered the Fed is essentially in the position
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cornerstoneams
- Nov 19, 2023
- 5 min
In 30 Short Days Multi-Year Price Inflation Became No More
CAMS Weekly View from the Corner - Week ending 11/17/23 November 20, 2023 This past Tuesday the Bureau of Labor Statistics (BLS) released...
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cornerstoneams
- Nov 12, 2023
- 5 min
A Tip of the Spear Employment Market Indicator
CAMS Weekly View from the Corner - Week ending 11/10/23 November 13, 2023 After the most recent Fed meeting Chairman Powell emphasized he...
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cornerstoneams
- Nov 6, 2023
- 4 min
The Man Said it 18 Times in 50 Minutes - You Think He is Serious?
CAMS Weekly View from the Corner - Week ending 11/3/23 November 6, 2023 “As for the Committee, we are committed to achieving a stance of...
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cornerstoneams
- Oct 30, 2023
- 5 min
Where's The Evidence The Bear Ever Left?
CAMS Weekly View from the Corner - Week ending 10/27/23 October 30, 2023 In recent days we have seen snippets from X individuals/entities...
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cornerstoneams
- Oct 23, 2023
- 5 min
Our Treasury Secretary Offers to the Citizenry Public Finances are in Good Shape
CAMS Weekly View from the Corner - Week ending 10/20/23 October 23, 2023 Last Monday our sitting Treasury Secretary Janet Yellen gave an...
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cornerstoneams
- Oct 16, 2023
- 4 min
We Found a 2% Price Inflation Measure
We have shared throughout numerous editions the Federal Reserve has a long standing price inflation objective of 2% per year.
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cornerstoneams
- Oct 9, 2023
- 4 min
History Offers Rate Cuts Can Lead to Terrible Stock Market Performance
Along the path of this price inflation era we have all heard the various drumbeats that the Fed was done with rate hikes (X rate hikes ago)
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cornerstoneams
- Oct 2, 2023
- 4 min
The Fed's Favored Measure
This past Friday we received updates on the Federal Reserve’s preferred price inflation measurement via the Personal Consumption Expenditure
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cornerstoneams
- Sep 26, 2023
- 4 min
More Evidence This Mega Trend is Over
A couple of months ago we opened up the topic of mega trends and how being aware of their existence is crucial in market(s) participation
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cornerstoneams
- Sep 18, 2023
- 4 min
A Sticky Trend
A couple of months ago we offered an edition that questioned what we referred to as “The Narrative.”
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cornerstoneams
- Aug 28, 2023
- 5 min
Our 21st Century Economic Structure
In our previous edition we examined the top performing asset class leaders for the 21st century.
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cornerstoneams
- Aug 21, 2023
- 5 min
The Surprising Leading Asset Class of This Century
CAMS Weekly View from the Corner - Week ending 8/18/23 August 21, 2023 If you asked most people what general asset class is the best over...
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