Wage Inflation Delayed Recession
Deflation of Wages Ended with Covid
I’ve been very focused and consistent on this message since my client post October 2021: Deflation of Wages Ended with Covid.
Fast forward, and this has proven to be a durable theme for 2022 and 2023 – even as core CPI (consumer price index) has decelerated from 9.1% in June 2022 to 4.8% in June 2023.
To be clear, wage inflation is a lagging indicator, but one that can support inflation in becoming entrenched. That was my bet when I warned clients in October 2021 that bonds were at risk.
Macro-To-Micro Power Hour: February 15, 2023
Quiet Success
Each year I reflect back on my biggest successes and failures. The failures occupy the majority of my thinking the majority of the time, simply because I am so committed to overcoming where I have fallen short of my goals. It’s the same mindset as my pinned tweet:
Every successful trader was once an amateur that never gave up.
FOMC Preview with Samantha & Craig
Our founder and Chief Market Strategist, Samantha LaDuc, is joined by Hedge Fund Manager and LaDucTradingEDGE Macro Advisor, Craig Shapiro, to offer up their take on CPI release and FOMC risk. They also have a look at how best to position for year-end as well as a...CNBC Pro Interview
##### LADUCTRADING YOUTUBE CATCH a replay and SUBSCRIBE to our YouTube Channel. Your next big catch is waiting for you and we will help you find it. 🔦 https://www.youtube.com/c/LaDucTradingChannel ##### STAY CONNECTED TO LADUCTRADING: Market Timing Calls (-MTC -) 🎣...When Is It Safe To Buy Tech Again?
Timing Tops and Bottoms: Are We At One Now? This is not the first time I asked that question in a post. In fact, I posted my thoughts on the subject back on January 30th, 2022 – Timing Tops and Bottoms: Are We At One Now? -right after so much excitement...When Is It Safe To Buy Tech Again? #valuerotation #tech #macro
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#optionstrading Live Stream Options Callout (Market Timing Calls) #tradealerts #livetrading #optionstrading ##### LADUCTRADING YOUTUBE CATCH a replay and SUBSCRIBE to our YouTube Channel. Your next big catch is waiting for you and we will help you find it. 🔦...Know What You Own – A MacroAdvisor Special
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What’s on Tap Weekly Calendar: March 21 – 25
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Women Traders and Investors Conference – $130 Oil Vey!
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On Tap Weekly Events Calendar: December 13 – 17th
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Oil as Public Utility
**The following oil analysis was posted by Samantha for LaDucTrading FishingClub and BigIdeas clients in their Slack workspace under #macro-to-micro channel. It was published on Wednesday November 24th during market hours to support her oil short thesis she had been...Reflections and Gratitude
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What’s on Tap Weekly Calendar: November 15 – 19
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LaDucTrading is Growing
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What’s on Tap Weekly Calendar: October 18 – 22
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Deflation Ended With Covid
Inflation = Sticky I made the bold claim last year in August that deflation ended with Covid and so many inflationary themes would be ‘sticky’; translation: systemic not transitory. Covid was the trigger but deglobalization as a trend is likely to continue...What’s on Tap Weekly Calendar: October 11 – 15th
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Bloomberg Interview Sept 2: Bond Insurance Trade
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