HOUSING STARTS: The Critical Leading Economic Indicator
By far, the most important leading economic indicator is building permits/housing starts. There has been no sign of an economic slow-down...
top of page
Infrastructure Capital Advisors
Income from Real Assets
COMMENTARY
MARKET AND ECONOMIC COMMENTARY:
Weekly & Monthly Updates
InfraCap Management
- 5 days ago
- 12 min
December 2023 Market & Economic Outlook Report
December Update of Recent Research & Critical Insights:
We expect CPI/PPI to print cool in November and December due to 15% plunge in gas..
3,376 views
InfraCap Management
- Nov 27
- 3 min
The Current Case for Investing in Preferred Stocks
Now that inflation has subsided and Fed rate hikes are on hold, we believe that it is an excellent time to evaluate adding preferred stocks
423 views
InfraCap Management
- Nov 16
- 3 min
Retained Earnings Critical Driver of Earnings Growth
Many market strategists have been very bearish on S&P 500 (“S&P”) earnings this year based on the fact that they thought that corporate ...
149 views
InfraCap Management
- Nov 14
- 2 min
CPI Prints Cool Driven by Energy and Shelter
CPI printed cool at .0% and .2% core, as we had anticipated. Shelter finally dropped to .3% for the month vs. .6% the prior month but ...
73 views
InfraCap Management
- Oct 31
- 2 min
Global Bonds Rally on Negative EuroZone GDP Growth - InfraCap Adjusts 2023/2024 Projections
The global bond market is rallying today on weak Eurozone GDP results for Q3. As a result, InfraCap has updated our projections for 2023/24
274 views
InfraCap Management
- Oct 23
- 2 min
We Are Bullish on Bonds with Potential Positive Catalysts to be Released in November
We believe that the 10-year treasury is finding a bottom in the 5.0% range as we are forecasting Europe will enter into a significant recess
310 views
InfraCap Management
- Oct 15
- 2 min
Global Interest Rates Pressured by Major Decline in Monetary Base
The Global Monetary Base continued to decline significantly in September with a $288 billion dollar decline. Despite this, we project ...
268 views
InfraCap Management
- Oct 12
- 1 min
CPI Prints Hot and Continues to Dramatically Overstate Real Inflation
Headline inflation came in at .4% vs. consensus of .3% and core was in line at .3%. The most notable element of the report was that the BLS
443 views
InfraCap Management
- Oct 4
- 2 min
InfraCap Note: Euro Zone Now-Cast Indicates A Deep Recession is Underway
The most recent Euro Zone Now-Cast indicates that GDP for the 3rd quarter is declining at .9% quarter over quarter or at a 3.6% annual rate
17 views
InfraCap Management
- Oct 1
- 2 min
World Bond Market Rallies on Cool Global Inflation and European Recession
The world bond market rallied sharply with Eurozone 10-year bonds up almost a point and the US 10-year up a half point. Notably, the US ...
288 views
![The Eurozone is Entering A Major Recession [Updated Sept 27]](https://static.wixstatic.com/media/324566_f2aa32ae9bb4447e9f1c410fb5eb43cb~mv2.jpg/v1/fill/w_326,h_245,fp_0.50_0.50,q_90,enc_auto/324566_f2aa32ae9bb4447e9f1c410fb5eb43cb~mv2.jpg)
InfraCap Management
- Sep 27
- 3 min
The Eurozone is Entering A Major Recession [Updated Sept 27]
Since monetary policy acts with a lag of 6-12 months, we predict the Eurozone will likely enter into a recession in the 2nd half of 2023 ...
1,192 views
See Other Top InfraCapStories and Reports
November 2023 Market & Economic Outlook Report
The InfraCap team has completed our November report providing key insights on the Bond market, Stock market, Fed, ECB, Inflation, and more.
October 2023 Market & Economic Outlook Report
Despite the Eurozone deep recession and flawed Fed policy, we see many investment opportunities to embrace and risks to avoid for investors.
Midstream & MLP Marketplace Summary
U.S. Midstream Overview The Midstream Sector The midstream segment of the oil & gas industry is primarily involved with the...
bottom of page