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J.P. Morgan Asset Management

March 1, 2021

Economic Update: Mar. 1, 2021

January headline and core PCE rose 0.3% m/m, both up 1.5% y/y. Headline CPI rose 0.3% m/m and core CPI was flat in January, both rising 1.4% y/y.

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Franklin Templeton

February 26, 2021

Putting Inflation Concerns in Perspective

In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.

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BlackRock

February 26, 2021

The Queen’s Gambit Declined

The game of chess shows us that there are reasons why declining to take a particular position today may actually offer better long-term prospects for portfolios, and a higher probability of winning the long game.

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Blue Line Futures

February 26, 2021

The Pain Threshold Has Been Tapped

The pain threshold has been tapped and U.S. benchmarks are taking it in stride. The move in rates, particularly the 10-year Treasury Note out above 1.5%, has weighed heavily on risk-assets this week.

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Blue Line Futures

February 24, 2021

The Resistance that Defines the Week

U.S. benchmarks rebounded from yesterday’s early bloodbath and the S&P finished positive. In fact, most sectors, led by Energy and Communication Services, gained ground.

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Blue Line Futures

February 23, 2021

The Inflection Point has Arrived

Tech is getting slammed again. Yesterday, the NQ lost 2.5% and the added selling overnight is dragging the risk-environment lower. We have hammered home the rising rate narrative and how a high velocity move in the 10-year Treasury above 1.25% will tap a pain threshold at 1.50%.

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Finimize

February 23, 2021

Full-Filled

According to a report released over the weekend, Goldman Sachs thinks the oil price is going to get a substantial top-up sooner than it previously thought.

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RJO Futures

February 23, 2021

Market Outlook: Feb. 23, 2021

SPY -2.5% correction off the top, NQ -6.8% from peak to trough this morning, and the Russell 2000 -4% off the top. Here’s some perspective, The SPY is +82%, NQ +109%, RTY +144% on a y/y basis. So today is not the day to hem and haw over a correction.

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J.P. Morgan Asset Management

February 22, 2021

Economic Update: Feb. 22, 2021

Retail sales had their biggest increase in seven months, rising 5.3% m/m, boosted by fiscal stimulus checks to households. Industrial production climbed 0.9% m/m in January, driven by an increase in oil and gas exploration.

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