15-01-2024, 01:04 PM
(This post was last modified: 15-01-2024, 01:08 PM by specuvestor.)
Frankly market held up extremely well despite the Dec uptick with 80% chance of March Fed cut built in which I think is nuts but PCE seems coming off even faster than forecasted. I think Core CPI has to come below 3% for Fed to start cutting 25bps
Dec CPI 3.352%
Dec Core CPI 3.93%
As of 12 Jan Cleveland Fed expecting
Jan CPI 2.97%
Jan Core CPI 3.81%
Dec PCE 2.70%
Dec Core PCE 3.02%
Jan PCE 2.31%
Jan Core PCE 2.75%
Dec CPI 3.352%
Dec Core CPI 3.93%
As of 12 Jan Cleveland Fed expecting
Jan CPI 2.97%
Jan Core CPI 3.81%
Dec PCE 2.70%
Dec Core PCE 3.02%
Jan PCE 2.31%
Jan Core PCE 2.75%
(20-12-2023, 05:03 PM)specuvestor Wrote: Forgot to update last week... Think market not ready for Dec uptick
Nov CPI 3.1%
Nov Core CPI 4.0%
As of 19 Dec Cleveland Fed expecting
Dec CPI 3.33%
Dec Core CPI 3.93%
Nov PCE 2.92%
Nov Core PCE 3.43%
Dec PCE 2.99%
Dec Core PCE 3.32%
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Think Asset-Business-Structure (ABS)
Think Asset-Business-Structure (ABS)