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The Morning Call--Real Yields Are Ringing The Warning Bell

Feb. 19, 2021 9:18 AM ETABBV
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Value, Growth At A Reasonable Price, Dividend Investing

Seeking Alpha Analyst Since 2010

Steve Cook received his education in investments from Harvard, where he earned an MBA, New York University, where he did post graduate work in economics and financial analysis and the CFA Institute, where he earned the Chartered Financial Analysts designation in 1973. His 46 years of investment experience includes institutional portfolio management at Scudder. Stevens and Clark and Bear Stearns, managing a risk arbitrage hedge fund and an investment banking boutique specializing in funding second stage private companies. Through his involvement with Investing for Survival and Seeking Alpha, Steve hopes that his experience can help other investors build their wealth while avoiding tough lessons that he learned the hard way.

The Morning Call


The Market


Thursday in the charts.

Crypto Crash-Up Continues As Dollar Drops, Oil & NatGas Tumble



The Economy



January Japanese CPI was +0.6% versus -0.1% reported in December; the February flash manufacturing PMI was 50.6 versus 49.8 in January; the flash services PMI was 45.8 versus 46.1; the flash composite PMI was 47.6 versus 47.1.

January UK retail sales fell 8.2% versus estimates of -2.5%; ex autos, they were -8.8% versus -2.6%; the February flash manufacturing PMI was 54.9 versus 53.2; the flash services PMI was 49.7 versus 41.0; the flash composite was 49.8 versus 42.8.

January German PPI was +1.4% versus consensus of +0.8%; the February flash manufacturing PMI was 60.6 versus 56.5; the flash services PMI was 45.9 versus 46.5; the flash composite PMI was 51.3 versus 50.5.

The February EU flash manufacturing PMI was 57.7 versus forecasts of 54.3; the flash services PMI was 44.7 versus 45.9; the flash composite PMI was 48.1 versus 48.0.


Hotel occupancy down 29% YoY.

Hotels: Occupancy Rate Declined 29.0% Year-over-year


The pandemic could contribute to higher inflation.

Will Inflation Make a Comeback? | by Axel A. Weber - Project Syndicate

Rising expected inflation.

Rising Expected Inflation ... to about 2%

Four things to know about inflation in 2021.

Four Things Investors Should Know About US Inflation in 2021

US prices percolate with rising consumer spending.


Interest rates will continue to rise but don’t blame it on inflation.

Interest rates will continue to rise, but don't blame it all on inflation, economists say

Bottom line.

Gundlach joins the bitcoin parade.

Gundlach Changes His Mind On Bitcoin As First North American Crypto ETF Launches

Rising yields are ringing the warning bell.

Real Yields Are Ringing A Warning Bell For The Risk Rally

Real yields exploding.

Real yields exploding - what's next?

How oil would behave in a commodity super cycle.

This Commodity Super-Cycle Could Be Unlike Anything We've Seen Before

News on Stocks in Our Portfolios

AbbVie (NYSE:ABBV) declares $1.30/share quarterly dividend, in line with previous.

What I am reading today

Facebook: presented without comment.

Facebook: presented without comment

Why do we even have dogs?

What Good Were Dogs in the Ice Age?

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Analyst's Disclosure: I am/we are long ABBV.

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