As we stated the other day; while it is impossible to predict the results before the binary event of CPI, and then PPI?
But now we have the data. I was quite busy in GTC Traders Twitter / X stream afterwards. And so, rather than keep our thoughts limited to twitter? I thought we should have an entry specifying our thoughts on rates, inflation, fiscal policy and even the discussion around ‘cutting’ the rate or ‘raising’ the rate …
You can find the video as below on YouTube, and is available in many other video venues (Vimeo, Odysee, etc)
