US CPI | Winning forecaster

US CPI | Winning forecaster | Speevr

The winner of our CPI forecasting survey. Crowded inflation narratives and bond yields. A difficult 30-year Treasury auction

Why I am Still Short US Equities

Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I’ve had a few of my clients questioning my sanity as well. So, why am I still short?