Markets Sell-Off on Hot Inflation, Bad Consumer Sentiment

June 10, 2022

In this strategy briefing…

Good Evening: Markets were thrashed on Friday by a white-hot CPI print and also the lowest level for the University of Michigan Consumer Sentiment survey in the entire history of the indicator. Over the last year, ... – The Wall Street DebriefRead more
May CPI obvious focus but “half full” gaining incrementally As many of our clients have remarked recently, every economic data point is really an inflation report. Repeating the obvious logic: trajectory of inflation impacts Fed rate path. ... – Tom Lee's Equity StrategyRead more
The market was hit with two body blows today, the first was the hotter than expected CPI Print which came in at 8.6% on expectations of 8.3%. The second blow was the lowest reading for ... – Portfolio StrategyRead more

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