Market & Economic Commentary

A deeper dive into real-time MAER model results

27 September 2023 At the beginning of 2023, Mill Street launched a new report called the Weekly Roundup that provides a “slice” of our broad, institutional research product suite for a much lower price. It is designed to offer highlights…
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Inflation continues to decelerate rapidly

24 April 2023 Following the latest CPI and PPI data, it seems even more clear that inflation mostly peaked around June/July last year and has been easing since, particularly in the last six months. This note follows up on the…
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Inflation in goods is already over

23 November 2022 The focus of the inflation headlines, and most of the comments from Fed officials, has been on the year-on-year reported inflation rate of the CPI (or PCE). However, the extremely volatile macro environment has produced far more…
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Can UK stocks keeping outperforming?

10 November 2022 UK stocks have been outperforming the global market recently, and our indicators remain supportive, particularly if value and commodity stocks remain in favor. After lagging for much of the last decade, UK stocks have been strongly outperforming…
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