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1-16-25 CPI - What's Next
Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI…
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