Ummm no none of this addressed my question or comments.
To remind you
“Would collapsing wages and a terrible ISM print be bullish or would you be pointing out the terrible print as evidence that the market is irrational? Which of the things you bring up have a history of predicting market direction?”
I didn’t ask for an explanation of why inflation is negative which is something even a paperweight understands. Nor is the market making a mistake focusing on CPI. They are focusing on PCE because that is what the fed uses. Disinflation people have an entirely different set of arguments, and I am confident you aren’t familiar with any of them.
And even if you are right about rates and inflation that doesn’t mean the market goes down from here. 1982 had high and increasing FF rate, high inflation , and huge gains in the S&P.
For the record I have no idea where inflation goes from here, but it does look a lot more likely to stay higher now than it did 2 months ago.
And I’m not sure you are wrong. Your mix of sophomoric analysis, and utter certainty is what annoys me.
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