Softlandish? Gold,DXY,BALANCE SHEET,INFLATION,INTEREST RATES

١ أغسطس ٢٠٢٢

Yeah at this stage we're very very very 2013-2015 like here .

One thing that could be massive is total inflation is for the first time negtive - month still has to close.

Beter someting than nothing.

Keep in mind we've started the bottoming process per the 2013 cycle - which gives us 200ish days until arround March to complete this. - Softlandish?

١ أغسطس ٢٠٢٢

ملاحظة

Lets ask ourselfs regarding softlanding, recession, 2013 --

"If things are so different now.. why do they fit so well in the past?"


1. fed has limited amount of actions they can do

2. we are repating very similr cycle to 2013 one


I think next cpi and readings give us further clues.

٢٩ أغسطس ٢٠٢٢

ملاحظة

cpi data was better - but feed will continue with the interest rates hence staying within a range is the "safest" thing to do at the moment - i believe this plan still onboard and we have further months to range