Jay / re Next Week
CPI and after … will make you a believer eh ?
–
these are some animal spirits (posted earlier)
for your thermometer:
“Boy, Markets Do Not Want To Sober Up When They Read The News”
As long as we get January March May June(?), or even second-half 2024 *deep* rate cuts from the Fed, markets will remain drunk
Biden Admin Is “All Gas, No Brakes” On Economic Reflation; Nomura Warns “Running It Hot” Into Election Wrecks Powell’s Plan
…beware of “animal spirits 2.0″…and the ides of March.