Strategy Note /

Hall of Mirrors

  • Recent cross asset action reminds me of the famous Bruce Lee "hall of mirrors" fight scene in Enter The Dragon

  • Huge gaps between sentiment & reality across economic/financial market space suggests confusion that extends to the Fed

  • Focus on the energy space for signs inflation is cooling - note US front month gasoline is down close to 15% from high

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
17 June 2022
Published byTPW Advisory


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