US equities are still attractive but it all comes down to inflation
US equities are still attractive based on free cash flow yield being significantly more attractive than what is offered in US government bonds, but the key assumptions are low interest rates and low inflation rate.
Erns Watch - Nikola [NKLA], is this the Tesla of Electric Trucks?
Earnings Watch aims to highlight some of the key names that are in heavy rotation on investors' & traders' radars.
Podcast: New highs for US stocks, NatGas rips higher
Today we look at US equities pulling to new highs for the cycle, while volatility indicators continue to signal a reluctance to wax too complacent. Europe also posted a solid comeback yesterday after recent weakness. We also look at enormous price hop in Natural Gas yesterday in the US and possible takeaways of interest for future inflation, take status of the US dollar, check in on the strength of various equity themes and much more.