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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

Unusual Whales

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CPI and PCE Data

I think if there's ever an indication that the emperor has no clothes and that the fed doesn't know what they're doing is that we're going to go to five percent this nice round number. I think seeing a kind of quote-unquote boring CPI here is is actually interesting in the context of how soft it was a couple months before. The dollar really come down dramatic you know quite dramatically 10-year yield has come down significantly China's been closed throughout this recent period right hasn't been reopening now all of a sudden you're seeing stimulation coming there.

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