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J_A_C_Q

Dec 13 • 5 tweets • 2 min read

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1 = #CPI if HOT obviously spooks markets .
2 = .50 is less an issue .
3 = .75 is messy !
4 = Real issue this week is 3 other issues.

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SUMMARY OF ECONOMIC PROJECTIONS
👇
FED FUNDS / TERMINAL RATE
👇
#JPOW TONE & ANSWERS TO ?s

Nice article here .
👇

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@HazelEyesHatBoy

Dec 14

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Bears & bulls in $WTI $BRENT here's a list of catalysts that flip #oil markets green & RED in the next 90 days.
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ON the - SIDE
=

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#FOMC rebooted recession narrative & risk, covid cases China, no #opec cuts, no #opec meeting until summer, recession narrative EU, bad economic data out of China, questions about long delays in China reopening, La Nina warmer winter, 2023 earnings & guidance as not great.

Read 26 tweets

J_A_C_Q

@HazelEyesHatBoy

Dec 13

@fundstrat

@fundstrat

Tom my dog SCOOTER has a question !

He was reading that #PPI has a LEVERAGE relationship with #CPI .

Meaning an increase in #PPI causes a larger increase in #CPI due to ( multiple supply chain steps ) & each stage " tacks on " its own price increase ?

True ?
.

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So every stage , manufacturing , shipping , distribution , warehousing , wholesale , retail ... each stage in the supply chain ... adds a new cost as each STAGE demands a profit margin.

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The net results being a small increase in #PPI ends up as a more sizeable increase in #CPI as 7 various companies helped bring that product to markets.

7 different companies all ADDED a new cost ABOVE the manufacturing costs ?

Read 4 tweets

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