CPI Prep: Recession Fears Gone, Inflation Fears Back
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today:
* Discussion: Crash Helmet
* Analysis: CPI today
Discussion: Still Creepy… But Not Worried Yet
* The last time the Fed cut 50 bps was September 18th 2007
Initial reaction was good. But then…
Zooming Out on Stocks versus Gold after the last 50bps cut…
* Then the GFC Started
Here we are in 2024…. humming the same tune…
Bottom Line: As long as oil stays down, we should be ok. But… if war spreads eastward in the ME, look out…
The skinny
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