Description
US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off?
We discuss it with Bob Elliott of Unlimited Funds
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Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more. Guest: Marvin Barth - Thematic Markets.https://thematicmarkets.com/https://twitter.com/marvinjbarthFREE macro newsletter - https://stenoresearch.com/free/Find out more at...
Published 05/19/24
The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. Join in on the discussion!Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host:...
Published 05/12/24