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gdl

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gdl

Re: None

Tuesday, 02/14/2023 11:33:28 AM

Tuesday, February 14, 2023 11:33:28 AM

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AS EXECTED is not disinflationary. January is a bit of a problem. The news going forward better stick to the POWELL story. I am still on watch for a nasty drop but now instead of this week it might very well be next. Like the Transitory inflation pushed by Powell he seems to present what the street wants to hear and hope it works out. I NOW expect the PPI to be HIGHER than expected on Friday.
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