MI2 Partners Thoughts From The Divide: Warm and Fuzzy

  • Posted on February 14, 2025
  • by MI2 Research

“record-high… costs,… price increases, and weakened consumer sentiment”

Given that it’s Valentine’s Day, some of you may be feeling warm and fuzzy courtesy of a significant other. Of course, others might be married. But for those of you who are following the latest economic data, the warm fuzzy feeling may apply doubly. Consumer spending data could definitely give the impression all is right with the world if BofA’s Moynihan’s data applies across the board, “The bank’s retail customers are spending about 6% more money in the first 40 days of this year compared with the same period in 2024”. (Let’s go ahead and blame the weather/fires for the latest retail sales reading.)

Link to substack:   https://open.substack.com/pub/mi2partners/p/thoughts-from-the-divide-warm-and?r=1tabqm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Other posts

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy October 2022 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

Thoughts From The Divide: Bumps and Jumps

BY JON WEBB
At the risk of sounding like we’re going soft on Jerry and his pirate crew of crack forecasters, one might almost feel bad for the folks at the Eccles building. Despite their manifest belief that current real rates are restrictive, the economic “party goers” seem to be finding it very easy to keep going with the available supplies of punch. The takeaway seems to be that it’s hard to stop a party when fiscal policy keeps adding to the punchbowl. Grannie Yellen seems to love a booze up, followed by a Chinese banquet, and if we were honest, we might admit that’s pretty much been our MO for the last 15 years Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy April 2023 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
Back to all posts →