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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: The Ox who wrote (75750)1/12/2023 10:54:03 AM
From: Lee Lichterman III6 Recommendations

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My point is bulls are celebrating CPI weakness but a falling dollar pushes up commodity prices, hard goods like housing, etc which pushes up CPI in the future.
In the 70s, inflation dropped from 7-8% to 3% before spiking up even higher. As dollar drops here, we could be setting up for a repeat performance. This is what the Fed is looking at and why they will hold rates high despite the market thinking they know better.
Dollar itself is a harder nut to crack. JPY should strengthen, China is a wildcard and Europe is a disaster so the euro and pound should drop. South America is ahead of us and has been fighting inflation for a while so their hiking cycle is about finished.
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