Vica Partners 
GOVERNMENT REPORT SERIES As expected “cause of energy”, the Consumer Price Index for All Urban Consumers (CPI-U) increased 1.3 percent in June on a seasonally adjusted basis after rising 1.0 percent in May, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 9.1 percent before seasonal … Read more
INVESTOR SERIES The consensus view is that the June CPI should rise +8.5% from year ago, about 1.0% on monthly basis, which would make its largest gain since 1981. FACT: the most well-known indicator of inflation is the Consumer Price Index (CPI). It is the index most closely followed by policymakers, financial markets, businesses, and … Read more
GOVERNMENT REPORT SERIES Background: The Consumer Price Index (CPI) measures the average change in the prices paid for a market basket of goods and services. These items are purchased for consumption by the two groups covered by the index: All Urban Consumers (CPI-U) and Urban Wage Earners and Clerical Workers, (CPI-W). Expect that the market … Read more
GOVERNMENT REPORT SERIES Payroll employment rises by 372,000 in June; unemployment rate remains at 3.6%. Total nonfarm payroll employment rose by 372,000 in June, and the unemployment rate remained at 3.6 percent. Notable job gains occurred in professional and business services, leisure and hospitality, and health care. Market context The economy was expected to have … Read more
GOVERMENT REPORT SERIES Applications for US unemployment insurance last week increased slightly to the highest point since January, indicating that the strength in the labor market is moderating. SEASONALLY ADJUSTED DATA; in the week ending July 2, the advance figure for seasonally adjusted initial claims was 235,000, an increase of 4,000 from the previous week’s … Read more
INDUSTRY REPORT SERIES The U.S. economy will continue to expand for the rest of 2022, say the nation’s purchasing and supply executives in the Spring 2022 Semiannual Economic Forecast. Expectations for the remainder for 2022 are similar to those expressed in December 2021, despite continued inflation and geopolitical unrest. The Services PMI® registered 55.3. Summary … Read more
INVESTOR SERIES S&P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow. Consensus Estimate for S&P 500 Wall Street analysts’ consensus estimate is for S&P 500 revenue to come in 10.4% higher … Read more
GOVERNMENT REPORT SERIES The Commerce Department published Tuesday that factory orders rose 1.6% in May after advancing 0.7% in April. The street had forecast factory orders would rise about 0.6%.. The Institute for Supply Management’s national factory activity index contracted for a second straight month, which indicates companies are hiring. Report details In May, there were … Read more
GOVERNMENT REPORT SERIES Investors on Friday were signaling they believe higher rates have already begun to bring inflation down. The five year break even rate is a measure of where the market believes inflation will be in five years’ time fell to its lowest level since January 2022 (see chart below) The Atlanta Fed’s and … Read more
FACTS In summary, the “Media Effect” is the result of people acting on advice of paid newsletters, network programs and other. Our 5 and 10 year studies indicate they don’t beat the Market unless you sell them in 24 hours following recommendation. Beware the bearer of stock pick advice An investor who bought a … Read more