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Case-Shiller home price indexes are again on the rise. What’s going on? • The latest Case-Shiller home price indexes is for May. It represents repeat sales of…

The importance of economic reports like the Consumer Price Index (CPI) cannot be overstated in the current environment.  Case in point, this month's installment came in right in line with expectations, and that was good for just as much of a rally in bonds as last week's ISM Manufacturing report (which actually came in significantly weaker than expected).  Unfortunately, heavy selling in EU bonds and a looming Treasury supply environment are pushing back on the early rally.  That said, a closer look at the CPI numbers provides hope for the...

The Globe and Mail Bookmark Please log in to listen to this story. Also available in French and Mandarin. Log In Create Free Account Getting audio file ... This translation has been automatically generated and has not been verified for accuracy. Full Disclaimer Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow I’m kicking myself a bit this morning. I wrote a newsletter top discussing the possibility of a mass investor exodus out of bonds and into equities led by risk parity funds. I forgot to mention that the mammoth US$14-billion iSha...