CPI
Weekly Points – December 15th, 2023 – 5 Things to Know in Investing This Week – The Pivot Issue
For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … Read more
5 Things to Know – Video Version – The Disinflation / Deflation Issue
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.
New CPI
The new CPI report came in below expectations. This is bullish for the market, and the futures are up ahead of the open. Full analysis of the report will be posted to the blog this morning. I’m updating some graphs right now. Please check back shortly. Thanks!
CPI Preview
September CPI comes in at 3.7% which was above expectations. I’m updating the charts and will have a full update for subscribers this morning. Please check back – should have it done before the open.