PSChua

Even though PPI was 1% higher than forecast the market rose as it has been reported that the price increase was largely driven by a narrow gauge of commodities and investors ignored the PPI increase. However, are we entering into a situation whereby the cost of waiting outweighs the cost of increasing rates sooner in case inflation doesn't cool fast enough

the CPI increased more than consensus and stock and bonds are currently down. remember what buffet said: when people are fearful, be greedy. I would be buying on the dip

AI trade is in the news again, as per your first story. The pullback by micron, sk hynix is a good positive development. The healthy repricing signals that the market is discipline in requiring the money poured into the AI build out generates long term returns on investment