
About this episode
On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "Fading The Soft Landing Narrative".
As CPI printed at 8.5%, market participants felt relief as many believe these are the early signs of inflation beginning to subside. On the back of a better than expected inflation report, markets began rallying as the market prices in a soft landing. Alfonso walks through exactly why markets rallied on the better than expected CPI report and if this is really just a bear market rally trap. But to hear that, you'll have to tune in!
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Referenced In The Show:
Fading The Soft Landing Narrative: https://themacrocompass.substack.com/p/fading-soft-landing#details
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Timestamps:
(00:00) Fading The Soft Landing
(01:52) The Labour Market
(04:57) The CPI Report
(12:39) Final Thoughts
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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