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12min chapter
Fmr. SEC Chmn. on Hack and Bitcoin ETFs, HPE CEO on $14B Juniper Deal, Boeing CEO and the "Mistake" 01/10/24
Squawk on the Street
Scenario Analysis and the Importance of Core CPI Monitoring
In this chapter, they discuss the importance of scenario analysis in trading notes on Wall Street. They highlight the significance of monitoring core CPI and emphasize the optimistic and sticky components of inflation. They also mention an upcoming interview with Double Line Capital's Jeffrey Gunlock about his concerns regarding a potential recession and its impact on the dollar.
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