Rising Inflation? I think So…

Do I think Inflation is Rising?

I have to say I do. Last week the Fed told us with a dovish voice that they could still see liftoff when you don’t expect it. I think a lot of folks don’t expect it. Last week CPI data was more than a little hot. Higher oil prices reverse what was the match that lit latest round of CB easing and QE measures. Falling oil really put the wind at the EBC’s back.

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Europe Rocks

After our big move in European equities we are asked to update our targets on the spread and outright underlying stocks, after an aggressive call to buy European equities in later December. At that time we noted three primary factors:

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