☕ Housing Starts, Inflation, and Treasury Yields

Monday: Market Pulse

Markets

The markets continued to rise last week with Gold leading the 1y change at 32%:

Sectors had mostly positive performance last week with Information Tech leading the increase:

Macro

Inflation rate holding steady, housing starts with a slight increase, and Michigan Consumer Sentiment cooling down to 50.8:

Yields

For your reading pleasure:

Housing Starts

A long view of housing starts shows a slow increase all the way back from 2015. Keep in mind, units are in thousands.

So What?

Trump leads the way with injecting uncertainty in the markets. I feel bad for the short-term traders these days. Know your portfolio and what you hold, stay calm no matter what. Remember: nobody knows what will happen a year from now, or even tomorrow. Anyone who pretends otherwise is trying to sell you something.

Still, it’s a great day to own great businesses that are doing great things.

Have a great rest of your Monday!