Market Week: April 25, 2022

With 22.0% of market cap reporting, 1Q22 S&P 500 operating earnings per share (EPS) are currently tracking $51.30.

Market Week: April 18, 2022

While consumer prices were certainly very hot in March (Headline CPI +1.2% m/m, +8.5% y/y), they were no worse than feared.

Market Week: April 11, 2022

Food inflation is regressive since lower-income households spend more on food as a share of total spending than higher-income households…