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The Morning Call---Yield Curve Control---Another Recipe For Stagnation

Mar. 23, 2021 9:00 AM ETHRL
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The Morning Call

3/23/22

The Market

Technical

Monday in the charts.

https://www.zerohedge.com/markets/bonds-big-tech-bid-banks-bitcoin-break-dollar-dumps

The Fed’s mixed messaging on the yield curve.

https://www.advisorperspectives.com/commentaries/2021/03/22/the-feds-mixed-messaging-on-the-yield-curve

Fundamental

Headlines

The Economy

US

February existing homes sales fell 0.7% versus estimates of -0.2%.

https://www.advisorperspectives.com/dshort/updates/2021/03/22/existing-home-sales-down-7-in-february

International

Other

The Fed

A Fed with no fear of inflation.

https://www.wsj.com/articles/a-fed-with-no-fear-of-inflation-should-scare-investors-11616331601

Yield curve control---another recipe for stagnation.

https://www.zerohedge.com/economics/yield-curve-control-another-recipe-stagnation

Fiscal Policy

Summers sees least responsible fiscal policy in 40 years.

https://www.bloomberg.com/news/articles/2021-03-20/summers-says-u-s-facing-worst-macroeconomic-policy-in-40-years?sref=loFkkPMQ

Details of Biden’s $3 trillion infrastructure plan leaked.

https://www.zerohedge.com/political/first-details-bidens-3-trillion-build-back-better-infrastructure-plan-have-just-leaked

Inflation

What’s changed?

https://thereformedbroker.com/2021/03/22/whats-changed-for-now-and-whats-changed-forever/

Bottom line.

The great stock market crash of 2021.

https://americanconsequences.com/the-great-stock-market-crash-of-2021-sjuggerud/

Blowing bubbles.

https://humbledollar.com/2021/03/blowing-bubbles/

Earnings do not matter much for stock returns.

https://blogs.cfainstitute.org/investor/2021/03/22/myth-busting-earnings-dont-matter-much-for-stock-returns/

News on Stocks in Our Portfolios

Hormel Foods (NYSE:HRL) declares $0.245/share quarterly dividend, in line with previous.

What I am reading today

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

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

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