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MRKT Call 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook

RiskReversal Pod

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Inflation Is Set to Get Crushed

David Rosenberg: Inflation is set to get crushed. We got the money supply data for September. M2 was down 0.6 month over month down three of the past four months, a year ago, the year over year trend was up nearly 13%. Now it's a 2.6 back to where it was in July of 2010. A Dovish Fed could spark 10% right now if you read and you read the highlighted bit here at JP Morgan.

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