Forward Guidance
CPI, Yields, & The Growth Debate | Weekly Roundup
Jan 17, 2025
This week, the discussion dives into the latest CPI data and its influence on market trends. The hosts analyze economic indicators, highlighting contrasting inflation patterns between goods and services. They explore the evolving credit cycle and the potential impact of a Bank of Japan rate hike. The conversation also touches on shifts in market sentiment, with a focus on the rotation from large-cap to equal-weight indices and implications for cryptocurrencies like Bitcoin. A lively debate on trading strategies for Inauguration Day adds an intriguing twist!
47:29
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Quick takeaways
- Recent CPI data indicates improving inflation trends, particularly in core services, leading to a rally in bond yields.
- The economic landscape is showing signs of growth with positive indicators from manufacturing and a recovery in traditional credit growth.
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