Some aspects of the economic data have been mixed, but for the most part, there is one clear message: inflation is staying stubbornly high, at least for now. Citi: "The disinflation in goods prices over much of last year has largely come to an end." bloomberg.com/news/newslette…
@lisaabramowicz1 Thx. Inflation high most likely is due to Fed’s liquidity injection by BTFP and RRP into the market. High rate does not impact company’s EPS, but perhaps inflation will.
@lisaabramowicz1 Core pce at 2 for 8 months.. if that’s what the fed prefers then that’s what you should be paying more attention to.. not monthly fluctuations in gas prices or used cars. Retail sales should be equally alarming
@lisaabramowicz1 r* = 5% thanks to my immaculate deglobalization, predicted here, a few days before volmageddon
@lisaabramowicz1 Has it come to an end or have the Houthis knocked more than just shipping off course?
@lisaabramowicz1 Sentiment is as important as the figures. At this point in time, it may suggest a small rate hike. They just can't risk the inflation dragon unfolding its wings and taking flight to breathe fire again - the Fed will likely thrust a further sword strike whilst it's down.
@lisaabramowicz1 Just had to say it...you appeared shockingly attractive.