Richard Bernstein Advisors
@RBAdvisors

RBA is an investment adviser and a wholly-owned subsidiary of Janus Henderson US (Holdings) Inc. rbadvisors.com/general-discl…

 New York, NY
rbadvisors.com
Joined November 2011
4,448 Photos and videos
Richard Bernstein Advisors is now officially a part of Janus Henderson Investors. Our independent, research-driven process remains intact, now supported by Janus Henderson’s broader resources. Find out more here: ir.janushenderson.com/News--… #BrighterFutureTogether
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#JoblessClaims (LEADING Indicator) continue to suggest the #Fed is late to the game.
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Core #CapitalGoods Orders (LEADING indicator) continue to surge. The #Fed tightening is clearly late to the game….as they typically are.
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One of the classic characteristics of a #bubble is increased turnover. Check that box for sure.
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The ongoing improvement in the Lagging Indicators suggest the #Fed won’t stop at 1 rate hike. Maybe more to come.
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Markets typically don’t care about the absolutes of good/bad but rather focus on better/worse. Accordingly, the #LeadingIndicators continue to show improvement but not absolute strength.
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#IndustrialProduction continues its very healthy growth streak. It’ll likely take more than one 25bp hike from the #Fed to curtail growth and #inflation pressures.
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Richard Bernstein Advisors retweeted
CNBC's Fast Money
@CNBCFastMoney
Sep 16
This is 'right reaction' from market in response to Fed rate hike: Janus Henderson's Michael Contopoulos cnb.cx/4rdIDNg

This is 'right reaction' from market in response to Fed rate hike: Janus Henderson's Michael...

The 'Fast Money' traders talk how the market responded to today's rate hike.

cnbc.com
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The #Fed has yet to realize that the DEGLOBALIZATION is forming a new #inflation paradigm that could force secularly higher interest rates. Philly Fed #Prices Received clearly show the change to secular inflation.
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#BuildingPermits (LEADING indicator) continue to muddle along. Not particularly weak but not particularly strong.
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#JoblessClaims (LEADING Indicator) continue to mimic the extreme strength of the Guns & Butter period of the 1960s that set the table for the subsequent #inflation spiral.
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Our tracker is now suggesting US Nominal #GDP at a strong 7.6% after last quarter’s 8% actual. Such strong growth suggests #Bond investors might question the value in even a 5% 10-Year #Treasury.
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As the #Fed prepares to raise rates remember the old saying that “The Fed takes the punchbowl away from the party.” Maybe #Speculators should worry more about replaying past sobering drawdowns?
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Super Core #RetailSales remain VERY strong. #Speculators benefitted from the #Fed’s hesitancy to raise rates but this is another sign that’s likely over.
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DEGLOBALIZATION!!! The US is now importing more #inflation than during the pandemic! Core #ImportPrices (no energy or food!) are eclipsing Core #CPI.
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The 10-Year #treasury beat #gasoline to the 5.00 finish line. Like Forest Gump though, #diesel finished that race all the way back in March and is still running toward $7!
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#EmpireState #Manufacturing Survey shows the increasingly common trend in #inflation. Upward.
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Fed out of touch? To get all 30 versions of the Atlanta #Fed Taylor Rule Utility suggesting no move or a cut implies an inflation target of…get this…8%!!!
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Normally weak #ConsumerSentiment aligns with weak #employment. Today employment is healthy yet sentiment is rock bottom. How will consumers feel whenever the next recession occurs???
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August headline #CPI is the hottest #inflation read since December 2024 when excluding the immediate effects of the #war.
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Update on the race to 5.00 (% vs $ of course): the 10-year #treasury has clearly taken the lead over #gasoline.
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