Friday, February 24, 2023

Inflation not coming down ...

as in last few years, it was not going up ... despite Fed trying their best on both Side ... because they are using numbers and not behaviors ... anyway, 2Y is near 5% and market down 6% since Feb high ... inflation staying for long brings valuation down ..! 

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US PMI shows signs of slow down while India GDP sets a new record ..!

Screw the threat of tariffs..!