Don Quixote vs Inflation Windmills – 2022wk18

by K P
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


 


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