Elena Nikulina

Durable goods remain in deflation while oil rises, James E. Thorne notes

Durable goods remain in deflation while oil rises, James E. Thorne notes
Durable goods deflation as oil rebounds

James E. Thorne observes that as U.S. President Donald Trump's Iran deal takes effect and the supply shock eases, durable goods remain in deflation even as oil prices trend back toward the 60s.

He also comments on ongoing concerns about inflation, suggesting that the current debate in research circles may not be fully supported by underlying market data.

Thorne previously assessed the impact of accelerating digital technology on S&P 500 earnings growth. He also discussed the AI super cycle and set an S&P 500 target of 14,000. These earlier views focused on technology-driven trends shaping major equity benchmarks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.