A softer US cpi print will further calibrate rate expectations. Either way H2 of this fiscal year should be a tailwind for markets with the de-escalation of the USIran dust up and mid terms around the corner. GL and touch grass this week..#Inflation#cpi#Fed
My gut feeling is that India will be the epicentre of chess. GMs being produced year on year is incredible. Unbelievable job they are doing. Bravo! #Globalchess
Situational Awareness was a moment of madness type event. The fact that Citadel purchased the portfolio on a discount is telling. We all know who took the other side but when your leverage to the hill shit happens. #SituationalAwareness
Just a normal fella put on a pedestal….Nevertheless global macro is looking interesting with some idiosyncratic factors embedded. Good luck with your bags! #Macro
Unsolicited advice is not the way. My account has been compromised numerous times and hopefully @X can rectify the situation. Off social media for the foreseeable…may god guide us all. #Xsupport
We are in a potential reaccelerating phase not stagflation. Data points such as the ISM, new orders and non farm payrolls support this. Structure of this business cycle is different given AI. GL! #Macro#NFP#Stagflation