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Theta ⏱️ Profile picture
Theta ⏱️
@Lichten01
Jan 7, 2023 • 12 tweets • 6 min read
An argument for why the Gambler's Fallacy, the Recency Bias, and Conditional Heteroskedasticity could set up an attractive asymmetric return profile ahead of Wednesday's US inflation (#CPI) data ...

🧵 1/n Headline CPI is forecasted to come in at 6.5% YoY, compared to 7.1% the month before. CPI has clearly been trending downward since June 2022, which is positive for the #economy and risky assets as it puts a ceiling on how high the #FederalReserve has to raise rates.

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