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Calm Before the CPI Storm: Oil, the VIX, and America's Debt Problem
Today feels like a brief pause before the next wave hits. CPI data is coming and the market knows it, which means the volatility we have been living through is far from over. I go through what I am watching this morning and why I think the calm will be short lived.
We cover oil prices, which remain elevated as the Iran war continues to grind on with no clear off ramp. I also break down the VIX. I talk about Goldman Sachs and American Express. If you bought either of those on the selloff, congratulations. I did not pull the trigger and I am honest about that.
I also get into something that…
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