Yes. The stable inflationary environment for years has caused many to think that FED always “saves the market”. But it always has been the case that first is inflation and employment, and then markets.
Thank you so much for your insights on our country’s current financial situation. I enjoyed how concise you were in explaining, easy to understand; and no-nonsense in your view of Fed actions and policies. Exceptional article… As they are each week! I look forward dear articles each week! Enlightening!
Thanks for an insightful article. At this moment it's difficult for me to envision CPI prints showing significant MoM declines. With rents still elevated, shelter component reported with a lag and being 33% of the CPI print.
Excellent analysis. I look forward to your article every week, and always learn something. You’re concise and provide great clarity. Keep up the great work!
Cash is a fine alternative at this point given the dynamics noted above. Then you will have dry powder to invest at more attractive points in the future.
Thank you for your insights TLBS!!
Excellent commentary. It will be interesting to see if Fed really does break the pattern of the Fed Put.
Yes. The stable inflationary environment for years has caused many to think that FED always “saves the market”. But it always has been the case that first is inflation and employment, and then markets.
Wonderful commentary. Very insightful.
Thanks, and thank you for reading!
Thank you so much for your insights on our country’s current financial situation. I enjoyed how concise you were in explaining, easy to understand; and no-nonsense in your view of Fed actions and policies. Exceptional article… As they are each week! I look forward dear articles each week! Enlightening!
I'm glad that you enjoy them! It keeps me motivated to not let you down
Thanks for an insightful article. At this moment it's difficult for me to envision CPI prints showing significant MoM declines. With rents still elevated, shelter component reported with a lag and being 33% of the CPI print.
Agree that shelter will be tough to reverse in any near term.
Excellent analysis. I look forward to your article every week, and always learn something. You’re concise and provide great clarity. Keep up the great work!
Thank you for reading!
Thank you once again for your insightful article. At this time are you staying in cash? Have a great weekend.
Cash is a fine alternative at this point given the dynamics noted above. Then you will have dry powder to invest at more attractive points in the future.