Replies to post #106281 on Savvy Trades and Investments

[gilead23]

There is a very good argument for inflation to reaccelerate on a YOY basis

We will be coming off base effects from last year that were pushing things down through July, and energy prices are now accelerating which were a drag before. One possibility I see is a rerun of 2022. High energy prices push inflation up, spawning more rate hikes, and a market freak out.

I'm not sure how this shakes out, but there is reason to be concerned that this dominant narrative of inflation falling off and the fed taking its foot off the brake may be wrong. It will be interesting to watch. If we start seeing oil creep up to say 90 I believe the market will start rethinking these assumptions. Of course given volatility it could be at 70 in 2 weeks.