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Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
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First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
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Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
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You've hit your free report limit (2/2).
Join today to keep reading and take advantage of the biggest savings of the year during our:
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Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
This report is accessible to FSI Pro, FSI Macro memberships.
You've hit your free report limit (2/2).
Join today to keep reading and take advantage of the biggest savings of the year during our:
Already have an account? Sign In 88f86a-bc2148-6126f9-f188f7-b09cf2
Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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You've hit your free report limit (2/2).
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Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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Visitor:88f86a-bc2148-6126f9-f188f7-b09cf2
