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S&P 500’s trailing P/E (blue) peaked in February 2021, which was same time CPI (orange) started to surge … over that timeframe, S&P 500 up nearly 16%

00:01 - 16/02/22

 

 

 

Biggest one-month decline in NY Fed three-year consumer inflation expectations on record! Follows the UMich survey on Friday showing a 40-year high 11% share of respondents believing in deflation for the next five years! Some people are with me, Lacy and Gary!

 

 

 

Goldman sees a big change coming to the bond market

 

 

 

Citigroup awards CEO Jane Fraser $22.5 million for her work in 2021 after she assumed the top job in February and helped guide the bank through regulatory hurdles

 

 

 

Game and e-commerce firm Sea lost more than $16 billion of value in its biggest daily market drop after India banned Free Fire

 

 

 

 

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