Strategy Note /

Day Trip

  • Sometimes the best thing to do is to step away, especially after Tuesday's classic buy the CPI rumor, sell the CPI news.

  • China economic data getting better & Govt has drawn a line under the property sector yet Yuan breaks 7 & stocks get hit.

  • BofA FMS suggests peak risk aversion while hi nominal growth world supports EPS & US inflation gets under 4% in Q1 23.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
16 September 2022
Published byTPW Advisory


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