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Big data week ahead. Consensus skews toward a "hotter" Oct Core CPI MoM on 11/14, which is contrarian positive. Baby rally intact and positioning still key (and favorable.)

We discuss: We discuss how this is a big data week ahead, but the most important is Oct CPI on 11/14.  The "baby rally" still intact and positioning remains important to equity direction and it remains cautious.

Please click below to watch our Macro Minute (Duration: 5:54).

I spoke at the Texas CFA Society Investor Summit this past Friday (11/10) in Dallas. This was a well attended event and included Robert Kaplan, former Dallas Fed Presiden...

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