Macro Podcast Explaining CPI, Equities, Rates, Bitcoin, and Crude
The crossroads of the macro regime
Macro Podcast:
In this video, I break down the developments that took place in CPI today and connect them to WHERE we are in the macro regime and HOW it frames the developments that are likely to take place moving forward:
Macro Report:
Macro Tear Sheets:
3D Models:
(just download the HTML files and open them)
Core goods and services with the 2 year: Link
Headline and Core CPI with the 2 year: Link
CPI Chart Deck: Link
Macro Rate Matrix Dashboard:
As always, a Pepe for the culture!
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