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Inflation Will Fall off A Cliff In 2023 | Warren Pies

The Macro Trading Floor

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Energy and Bonds - It's an Interesting Combination

Energy rebounds next tier on anything that is geopolitical risks or supply you know constrictions in general. This doesn't pass through the inflation story that much when it comes to the CPI basket impact of energy price going up. Even if we get downside surprises to earnings next year I don't really see that sector struggling the most on a relative basis. The way to to trade equities in a cost of living crisis is to belong everything at the very bottom of Maslow's hierarchy and be short things above that in the hierarchy, he says.

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