Reading Time: 14 minutes
This Week
- Don Quixote vs Inflation windmills
- MACRO
- ISM and NMI review
- Fed and 8 other central banks tightening
- Update on US inflation outlook, employment data
- European ESI confidence
- TECHNICALS
- Rates/Bonds/Credits
- FX
- Commodities
- Stocks, Relative value
- Global cross asset performance heatmaps and momentum/trend/exhaustion scores
- “…one more thing…”
@MacroTechnicals 2022wk18