New Inflation Data Will Be Out Today

[CLICK HERE JOIN OUR LIVE TRADING & TRAINING SESSIONS]( Hello investor, New Inflation Data Will Be Out Today Traders took risks off the table yesterday ahead of the big inflation report due this morning. Apple fell almost 2% after its product launches. Oracle plunged by about 14% after reporting a slowdown in cloud sales. These dragged down the Nasdaq 100 with a 1.1% loss for the day. Oracle’s slowdown could be a sign of reduced spending by big companies, and some investors wonder if it would spill over to all other sectors. - “Oracle, which isn’t a super large stock, but it is a look into the spending of businesses — and larger businesses at that — disappointed today, and that’s one of the factors that are suppressing both the NASDAQ and the S&P,” said Kim Forrest, founder at Bokeh Capital Partners. Kim Forrest, founder at Bokeh Capital Partners (Photo: Bloomberg) Investors are especially concerned about a potential flare-up in inflation. Energy prices hit their highest levels this year, which could add pressure on inflation. Meaning? Potential rate hikes ahead. Sure enough, Treasury two-year yields jumped about 5%, indicating that traders are pricing in a rate hike down the road. After having high hopes about inflation, Wall Street is starting to accept that inflation may stick around longer than expected. - “In our view, it may be a good moment for investors to consider allocation moves that prepare for a re-firming of inflation this fall,” said Lauren Goodwin, economist and portfolio strategist at New York Life Investments. - “For example, cyclical growth equity sectors soared on hopes of a divine disinflation and near-term Fed cuts. Yet, if inflation re-emerges, these sectors might give up some of their year-to-date gains.” U.S. crude prices was just around $66 a barrel in March. Now? It surged to $88.84 a barrel. That’s why Wall Street is bracing for the next set of inflation data. The consumer price index will be due to be released today, so stay tuned.  A Low-Risk Bet On The Surging Demand For Natural Gas Today’s Stock Pick: GasLog Partners LP ([GLOP]() Europe promises to halt its addiction to Russian oil and gas, and the union is scrambling to find new gas supplies from other countries. You can see how Russian-Europe Pipeline Impots plunged from about 50% to virtually zero: (Source: GasLog) Hence the huge opportunity for natural gas carriers in the next decade. Why? Instead of receiving natural gas through a pipeline, Europe will need to receive the gas supply from other countries through shipping. And guess which country steps in to fill in the demand? The United States of America, and it will need a lot of ships to meet the demand. In the graphic below, you can see the orders soared for the delivery years in 2024 and 2025: (Source: GasLog) Enter GasLog. It owns and operates liquefied natural gas carriers under multi-year and short-term charters. Currently, it operates 15 LNG carriers, 14 of which are under its ownership and one as a leased asset. Right now, it has the largest fleet of LNG carriers globally, according to the latest IGU 2021 World LNG Report: (Source: IGU 2021 World LNG Report) GasLog’s financial future is tied to LNG infrastructure. The reason is simple. The growth in seaborne LNG trade is enabled by infrastructure. The more factories you have, the more capacity to hold natural gas. Good enough, the LNG capacity additions are projected to soar through 2025: (Source: GasLog) Bottom line: GasLog is currently trading at a P/E of 13. It is a good value. Your risk is manageable, and the potential upside is nice. With a massive demand forecasted for natural gas from Europe and the world, GasLog is perfectly positioned to grow. The time to buy is now.   [CLICK HERE JOIN OUR LIVE TRADING & TRAINING SESSIONS](     © All Rights Reserved, Trade Alliance If you no longer want to receive these messages, you may [click here]( to unsubscribe.