Dino Inflation…
Another slow summer week with no fat pitches in sight and nothing much to write about, just more wacky moves and rotations in a summer tape. Our TWTR feeds are filled with Trump-trade rhetoric and it’s pretty consensus at this point. We get it, Trump and JD are looking for low rates to make us…
July 21, 2024, Vol. 185
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Inflation is Back
Moving on, we don’t know exactly why it happened on Friday, but after weeks of data showing that inflation was accelerating, on Friday, the markets finally started to care… Check this chart of GLD (we’re using it instead of XAU as it doesn’t have that crazy overnight wick)… XAU – ‘Ain’t she a beauty…?? We’re…