Today’s Animal Spirits is brought to you by YCharts:
See here for YCharts’ quarterly economic update slide deck!
See here for tickets to The Compound and Friends LIVE in Los Angeles
On today’s show, we discuss:
Listen here:
Recommendations:
Charts:
Tweets:
The “excess” core CPI inflation right now is much less broad than what we saw in 2022.
In 2022, inflationary pressures hit many categories.
In contrast, right now, only two are stronger than we’d expect under 2% PCE pre-pandemic: housing–the lion’s share–and auto insurance. pic.twitter.com/hZ8DwGWE5Y
March’s US Retail Sales data experiences a big upward surprise 0.7% MoM vs. a forecast of 0.4%. Here are the details behind the move from ECAN<Go>. pic.twitter.com/7AcRZEFJj9
I just listed my house. 14 showings in 2 days before the open house. First offer came in 11% over asking with no contingencies. Buyer is putting 20% down with a 7% 30 yr mortgage for the rest. I have owned the house for 7 years and it has appreciated 60% w/ no renovations.
Contact us at [email protected] with any feedback, recommendations, or questions.
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
