This column is my opinion and expresses my views. Those views can change at a moments notice when the market changes. I am not right all the time and I do not expect to be. I disclose all my positions clearly listed on the page, and I do not trade my account on the stocks spoken of in this column unless fully disclosed. If that does not work for you stop reading and close the page. Do not bother me or harass me.
Otherwise, enjoy the column!
Subscribe to the Monster Stock Market Commentary to get the Weekly Monster Market Commentary and join the 3,180 subscribers getting it for FREE!
Inflation, as measured by the PCE, has ticked down in April.
Trimmed Mean PCE can not even hold 2 percent.
The price action in Oil will likely drag inflation down further.
This will probably create a flattening yield curve. However, I see this another way. The yield curve will be flattening as short-term rates rise to long-term rates as the Fed continues to jack rates higher. My expectation is that the long-end of the curve will likely remain in the current “range” due to falling inflation figures from the Oil run-off. The Fed’s continuation of raising rates is a positive and shows continued improvement in the US economy.
Subscribe to the MCM Stock Market Commentary to get it weekly and join the 3,180 subscribers getting it for FREE!
2 WEEK FREE TRIAL PERIOD OFFER UNTIL MAY 30TH IN OUR MEMBER AREA ON SEEKING ALPHA
READING THE MARKET PREMIUM RESEARCH
Subscribe to get more reports sent directly to your inbox.
[wysija_form id=”5″]
Tomorrow at 2 PM there will a Q&A session with me hosted on StockTwits. Get your questions in!
Stocktwits shared a chart on StockTwits
Q&A with @Scorpio244 this Thursday at 2 pm ET. Ask a 20 year veteran of the markets a question below!
Mott Capital Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Upon request the advisor will provide a list of all recommendation made during the past twelve months. Past performance is not indicative of future performance.