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J_A_C_Q Profile picture
J_A_C_Q
@HazelEyesHatBoy
#SquirrelWarReport | timely brief macros moving War Street. Price action & econometric analysis, macro analysis. Film Tv Producer retired, Trader.
Dec 14, 2022 • 26 tweets • 8 min read
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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.
. ON the - SIDE
=
Dec 13, 2022 • 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.

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

Nice article here .
👇 Image Image
Dec 13, 2022 • 4 tweets • 3 min read
@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.