L

Loews

$
0
1
2
3
4
5
6
7
8
9
0
1
2
3
4
5
6
7
8
9
.
0
1
2
3
4
5
6
7
8
9
0
1
2
3
4
5
6
7
8
9

-$4.54 -8.35%
The ‘Fed Pivot’ Debate
Good morning contrarians! Happy Swiss National Day! As we enter a new week and new month, there is a debate over whether the Fed is indeed pivoting toward neutral interest rate policy. Powell clearly hinted at that during Wednesday’s presser, but was he speaking out of turn?

Minneapolis Fed President Neel Kashkari appeared to walk back Powell’s pivot over the weekend. Or did he? So far the market doesn’t appear too concerned. Futures are down but not by much.

We have earnings today: $L just reported. Later on we’ll get $BIDU and $ATVI.

More on what’s likely to move markets today and this week is here:
Erick Mokaya's avatar
$102.2m follower assets
The Transcript this week:
In our newsletter this week:

🛒 E-comm still growing rapidly
💰 Signs of slowing in private capital markets
🍽 People are eating less at home again


Alberto Wallis's avatar
$22.7m follower assets
Comments on Inflation from Company Executives
Inflation is not slowing down. Last week, the BLS reported a 0.6% rise in the CPI during January, well over analyst estimates and bringing the annual rate of inflation to 7.5%.

The latest Fincredible MacroTalk goes over company earnings calls to analyze what executives are saying about inflation. Here are a few quotes from the post regarding cost inflation drivers as well as planned price increases by companies.

Inflation Drivers:

Future Price Increases:

If you'd like to read the whole post, here's the URL: Fincredible MacroTalk February 9th: Inflation

Next

Longest holders

Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.