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The forecasts …

of today’s CPI data are by now quite well known: all the investment houses are shooting more or less aligned numbers but what is important – in the end – is what looks – with a certain concern – at the FED
Here are a couple of annotated charts


The Fed wants to see earnings fall along with the equity markets. The consensus is now around S&P 230 per share estimate. Several strategists are even lower at or below 200. The last thing the Fed will want to see is companies beating forecasts because it will continue to keep financial conditions loose.

And with financial conditions easing and turning positive, it hinders the Fed’s mandate to tighten financial conditions to fight inflation. Fed Governor Neel Kashkari made investors’ expectations of rate cuts clear: “I’ve spent enough time around Wall Street to know that they are culturally, institutionally, optimistic.” Is it a game of chicken? Kashkari laughs: “They are going to lose the game of chicken.”


From 8.30am est. the real movements will begin….I expect traps and counter-traps….stay connected!



More To Explore



I am referring to one of my favorite stocks namely …     PDD which after extremely positive earnings continues

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