gold, page-111175

IF the CPI number beats then it just confirms the strong NFP and force Feds' hand on aggressive rate hike. Eventually it will meet a breaking point to reign in demand. I suspect Feds is trying to reload the IR chamber as fast as they can then turn dovish when it becomes deflationary to cushion a soft landing.

The wild card is always the high energy prices fuelled by the Ukraine war. The chicken or egg scenario as always between whether NATO pushing the continuous rearming Zelensky is counter productive.

If I am correct in time, this will another buy the dip in the beaten down sectors as well as individual companies. The timing always remains the MOST difficult part to gauge.