Bob Elliott (@bobeunlimited) 's Twitter Profile
Bob Elliott

@bobeunlimited

CIO at @UnlimitedFnds | PM of $HFGM & $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice

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linkhttps://www.youtube.com/@BobEUnlimited/videos calendar_today02-03-2022 19:49:26

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The sharp rise in traded gasoline prices is the single most important piece of data the Fed is following right now. If that disinflationary impulse in the 2H23 flips to an inflationary as it has in recent weeks, it is going to challenge the Fed's ability to cut much.

The sharp rise in traded gasoline prices is the single most important piece of data the Fed is following right now.

If that disinflationary impulse in the 2H23 flips to an inflationary as it has in recent weeks, it is going to challenge the Fed's ability to cut much.