The Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin Debt
April 01, 2021 at 12:37 PM EDT
By: BCM Investment Team Manufacturing remains strong in the U.S. and saw more gains in February—even in the frozen Lonestar state—but producer prices are also climbing without accompanying gains in prices charged, and it could spell trouble. Home prices saw their biggest annual gain since...