CPI Stagflation Surges, Gold and Miners Hit Highs, Trump-Cession Looms PREVIEW by davefairtex Consumer economy data shows PPI declining, CPI rising, with significant inflation in travel and food. Credit, rates, currencies, metals, energy, and risk assets reflect mixed economic signals. CPI Stagflation Surges, Gold and Miners Hit Highs, Trump-Cession Looms PREVIEW by davefairtex Consumer economy data shows PPI declining, CPI rising, with significant inflation in travel and food. Credit, rates, currencies, metals, energy, and risk assets reflect mixed economic signals.
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW by davefairtex The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath. Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW by davefairtex The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.