A few comments by J Pow
1. More pain ahead
2. Would like to try to make a soft landing
3. Inflation will remain high + more hikes
There is simply more pain to be had, we haven't bottomed on the macro. There will be bounces, but ultimately signs = heading lower. It is what it is
Today, I macro-larp once again. Keep in mind, it's just my opinion and an uneducated one at that. No school, no prev tradfi work.
Of course the starting point should be right after the CPI print in Nov that was the inflationary shot heard around the world
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