Good Morning. Transcript attached
Market Prices
Commodities, Stocks, Precious metals, Bonds , the Dollar
Market Commentary
Housing and Algos
Buying must be deployed
Gold Commentary
Macro Discretionary
Trading levels
Today’s Data
NO DATA
What We’re Reading
( Full write up on this in the works for Premium)
1- (What if) The Fed’s Not Done Hiking
Biggest downside risks – think you won’t be surprised? The Fed’s not done. No one expects this. With the increasingly strong consensus that the Fed is done hiking, particularly post the October CPI report, an obvious risk would be a surprise re-acceleration or stickiness in inflation that eventually causes the Fed to hike again
