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Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World

Unusual Whales

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The Fed's Resolving Inflation?

I agree that there's a lot of pressure on powell for, you know, the questions that are to come. I think alf did a great breakdown of c p i, and it does look like its softening. After all, we see c pi coming down a little bit, but i think we should remember that c pi is still eight point five %. The implied path of policy will go back higher, and that's going to be quite negative or ora wide range of risk assets.

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