In this last week of August, make sure to enjoy some final Summer reading with our August Insight "Charts for the Beach" 📈. The charts show the strength of #dividends, what's on sale in the market, the use of #gold to combat uncertainty, and much more. Read the insight here:

Despite all the talk about how #tariffs aren’t inflationary, the Fed’s favorite gauge of #inflation expectations troughed on Liberation Day.

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Consumer Inflation Expectations remain among the highest in the last 40 years. #Inflation expectations are unlikely to recede if the #Fed cuts rates without a meaningful economic slowdown.

Michael Contopoulos has an article featured in the Wealth Management 2025 Midyear Outlook, "Navigating a Regime Shift in Global Markets", that explores the structural shift that is underway and how this shift will affect the markets through interest rates, #inflation, and more.

HY $Bond spreads have been gradually widening. Not hugely so (sort of like watching paint dry) but worth monitoring relative to the growing bullish consensus that 2025 #earnings will be great.

The #Fed has a tough job right now. Political pressure to cut rates but #inflation expectations that clearly remain extreme relative to the last 30 years.

Zohran Mamdani: He votes for activists, not you

#Tariffs of course aren’t the only issue but Empire #Manufacturing Survey supports the notion that companies are trying to eat tariffs and squeeze #margins.

Rekindling #inflation is likely part of the reason Core #RetailSales are strong because they are measured on a nominal basis. The #Fed’s job remains very tough right now.

The Fed’s job isn’t easy. Political pressure to cut rates but Jobless Claims (LEADING INDICATOR OF #EMPLOYMENT) remain VERY healthy.

Whether it’s #tariffs or not misses the point. The reality is the Super Core #PPI for whatever reason just posted the biggest jump in more than 3 years. #Inflation ain’t dead. Full stop.

Bubbles are fueled by #liquidity and accordingly #Ether’s performance is closely tied to financial conditions and not to anything fundamental.

Amboy’s own Alvin Cailan just dropped a “Touchdown Chicken Dip” that goes crazy on a Wheat Thin. Pull up to Family Style Food Fest LA on 9/13 to try this and four more custom recipes. Sponsored by @WheatThins

Speculation is surging, portfolio betas are at or near all-time highs, and companies are pivoting their strategies to borrow for #crypto. ​​​​In this insight, we take a step back from the frenzy and revisit the timeless fundamentals of the #economy and #investing.

Conservative monetarists (vs. liberal MMT fans) seem to have abandoned their basic principles. Only 1 of 30 versions of the much-heralded Taylor Rule suggests a rate cut is appropriate. (Table: Atlanta Fed)

#Mortgage applications for purchases (i.e. not refinancing) are up 16% y/y. So much for the #Fed “must” cut rates because #housing is dying.

NFIB pricing intentions often lead the Core #CPI. Pricing intentions have been trending upward which suggest the recent trough in the Core CPI could be real.

#NFIB #Uncertainty Index shows uncertainty remains prominent which could be good for #gold.

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The #Fed has a VERY tough job right now. Political pressure to cut rates but the Super Core Sticky #CPI isn’t so sticky right now and is actually accelerating.