Basis Points

Weekly Market Commentary

Basis Points – June 23, 2022

• What’s the real reason for $5-a-gallon gas?
• Home sales slide, but prices still rise
• Kellogg sees a trifecta in its future

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Basis Points – June 21, 2022

• Inventories soar, while consumer demand becomes increasingly difficult to match
• Recession is increasingly likely, but it shouldn’t be catastrophic
• EY to split its business in two

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Basis Points – June 16, 2022

• The recent Fed decision brings us back to 1994
• Gaseous irony occurring in this marketplace
• Time to cut back on tofu?

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Basis Points – June 14, 2022

• Could Mexico’s government energy takeover affect us?
• Deepfake security is something we might want to think more about
• America’s “grumpiness” could be a recession trigger

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Basis Points – June 9, 2022

• Could inflation be peaking?
• Small cities will likely be harder to get to this summer
• Apple’s WWDC inside scoop

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Basis Points – June 7, 2022

• Why does good news mean bad news right now?
• It’s a great time to buy if you need home goods and casual wear
• Tesla slashing workforce

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Basis Points – June 2, 2022

• Mixed data out of China shows a glimmer of positivity
• Airlines see more cancellations
• Salesforce results reveal surprises in business demand

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Basis Points – May 31, 2022

• Has our work-life reality really changed?
• Robots getting hired on the spot
• Will Ford’s first F-150 Lightning delivery be bittersweet?

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Basis Points – May 26, 2022

• Backed-up seaports still creating supply issues
• Digital (live) gambling expanding domestically
• Stellantis and Samsung head to Kokomo

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Basis Points – May 24, 2022

• Tech work environments may be changing — Could it reverberate?
• Lumber prices finally go on sale!
• Apple looks outside China for production opportunities

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Basis Points – May 19, 2022

• Consumers appear resilient, but there’s some fine print
• The hot housing market feeds fixer-uppers
• This Harley might look a little odd at biker bars

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Basis Points – May 17, 2022

• Can “friend-shoring” help ease global supply stress?
• Will “Cambria” be Meta’s (Facebook) next big thing?
• The world’s second-largest wheat producer halts exports

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Basis Points – May 12, 2022

• Why green energy trends may be triggering higher prices (or worse)
• Balance could be coming to the real estate market
• Remote work, unwilling Americans sending tech jobs overseas

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Basis Points – May 10, 2022

• What can we learn from panic selling?
• Teens now a critical part of the economy
• Why isn’t there a drilling boom for natural gas?

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Basis Points – May 5, 2022

• We’re technically half-way to recession, but not according to the labor market …
• Fed executes its first 50-basis-point hike in 22 years
• Paramount+ and Peacock reveal streaming strength

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Basis Points – May 3, 2022

• Could China’s weakness help our inflation problem?
• Amazon’s and other tech giants’ earnings may be misinterpreted
• Why are food prices still rising?

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Basis Points – April 28, 2022

• Keep on truckin’
• Can America’s less-popular cities offer housing relief?
• Second-largest cloud infrastructure company gains ground

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Basis Points – April 26, 2022

• Are consumers doing better than we think?
• Twitter board comes around to Musk bid afterall
• Investors “checkin’ in” on hotel investments

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Basis Points – April 21, 2022

• Despite higher yields, tumbling bond prices hurt some bondholders
• You’re now free to move about the cabin … maskless
• Other investors may be jumping on the Twitter bandwagon

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Basis Points – April 19, 2022

• Are baby boomers going to reshape urban development?
• Mercedes builds a “Tesla killer”
• Meta wants monster margins in its metaverse

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Basis Points – April 14, 2022

• VIDEO UPDATE: What can we expect from the markets in the coming months? What’s the future of food and housing prices? Learn how Westwood sees things shaking out in the coming months
• What will Elon Musk really do at Twitter?
• Why it might be a good time to check out some “old school” U.S. Savings Bonds

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Basis Points – April 12, 2022

• Rate hikes begin to bite
• “Right-to-repair” legislation should fuel new vertical
• Can virtual sports games bring employees closer?

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Basis Points – April 7, 2022

Market digests Fed minutes

Twitter gets a game-changing feature

The yield curve goes inverted … What does that even mean?

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Basis Points – April 5, 2022

• Data show inflation cutting into our daily necessities
• Elon Musk takes his Twitter relationship to another level
• Howard Schultz returns, and he’s halting buybacks

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