101796179
voted
Key Takeaways:
CPI data sparked a rally, but PCE concerns persist, complicating the inflation outlook.
An "engineered recession" may be in play to combat inflation and reset the economy.
The market faces tension between interest rates (inflation) and EPS (growth).
Structural risks in housing, employment, and consumer confidence remain significant.
The recent rally in US stocks following the CPI report has left several lingering questions...
CPI data sparked a rally, but PCE concerns persist, complicating the inflation outlook.
An "engineered recession" may be in play to combat inflation and reset the economy.
The market faces tension between interest rates (inflation) and EPS (growth).
Structural risks in housing, employment, and consumer confidence remain significant.
The recent rally in US stocks following the CPI report has left several lingering questions...



+4
13
2
11
Translated
1
1
101796179
liked