PEPT Talk with Elle

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It's Growth, Not Inflation Driving the Markets
Those infuriating prices at the grocery checkout line are lagging indicators and no way to guide a portfolio.
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Lenore Elle Hawkins
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Record Market Declines and a Recession Warning
AKA - When is this going to end?
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Lenore Elle Hawkins
Equity Markets vs CPI
What the markets are telling you that CPI isn't and what about wages?
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Lenore Elle Hawkins
Volatility is back
And likely here to stay for some time following yesterday's worse-than-expected CPI report that has the market thinking we are in for a more hawkish Fed…
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Lenore Elle Hawkins
Holy Bond Bomb
And when a hawk sounds like a dove
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Lenore Elle Hawkins
Worst April in 50 years
But there is plenty of room for it to get worse
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Lenore Elle Hawkins
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Inflation or Corporate Profits?
C Suite moaning about inflation pressures while profit margins spike
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Lenore Elle Hawkins
Q1 GDP - Not as bad as it looks, yet
A contraction versus expectations for slight growth, but the details are less grim
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Lenore Elle Hawkins
PEPT Talk with Elle
PEPT Talk with Elle
Making sense of today's (PEPT) Politics, Economics, Philosophy, and Technology while enjoying great wines and whiskies in some of the most beautiful places in the world.

PEPT Talk with Elle

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