CPI dropping tomorrow and I'm betting 3.6% YoY — right on the nose
Cleveland Fed nowcast + market pricing both pointing same direction
No surprises = no drama = market probably yawns and moves on
But if we miss either way? Buckle up
Cleveland Fed nowcast + market pricing both pointing same direction
No surprises = no drama = market probably yawns and moves on
But if we miss either way? Buckle up