Oil is up, inflation went up, but oil remains up doesn’t mean inflation continues to be up. Inflation may just remain flat subsequently
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
Hmmm China CPI is up… How likely would US CPI be down?
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
Fed Warsh sharing is more important although any hawkish words he say might not translate to any credible actions. But any dovish words will probably be true.
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
Inflation risks from oil and Donald trump. It’s getting close to the election also
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
