inflation
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⚖️ While most brace for higher yields to weigh on equities, this morning’s move looks different🔍 Read my contrarian take on today’s rise in yields. Spoiler: It has nothing to do with CPI inflation.
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🍾Happy New All-Time Highs 🥂 Stocks did it. They climbed the wall of worry and did not succumb to it. If you stuck around, then you managed the same feat. Congratulations. It got scary there for a moment. Now, we play the confirmation game. Can the new highs be trusted? If we get confirmation from…
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The dots, or Summary of Economic Projections (SEPs), are still hot out of the oven. Smells of Stagflation.
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Happy Tuesday! Due to travel and Father’s Day, there wasn’t much time to write. However, with retail sales fresh in our minds and the FOMC tomorrow, I figured I’d add my 6 cents on 3 matters (2 cents per matter) that would’ve made the 9:25: Oil, the Fed, and Retail Sales.
Gorilla With Glasses 