The last time inflation was here, the Fed Funds rate was 11.50%

Fed desperate to figure out how to start a soft recession without also crashing the market

*RUSSIA SAYS U.S. SUBMARINE DETECTED IN RUSSIAN WATERS: IFX *RUSSIA SAYS US SUBMARINE LEFT ITS WATERS AFTER INTERCEPTION:IFX

More clear? #gasprices

A maggio, l’#inflazione americana ha raggiunto l’8,6%, livello più alto dal dicembre 1981, spinta soprattutto dai prodotti Food e Energy: se si escludessero questi due settori, l’inflazione degli ultimi tre mesi sarebbe in discesa.

#SimplifyPartners ha partecipato al sondaggio di MilanoFinanza Finanza curato da Marco Capponi. “Per i prossimi mesi i temi da monitorare saranno: crescita economica, #inflazione e le revisioni degli utili. linkedin.com/feed/update/ur…

Supply chain/1. Diversi segnali indicano che l’#inflazione è arrivata a un picco. Le pressioni sulla #supplychain globale uno dei propellenti della crescita dei prezzi, registrano da aprile segnali di allentamento dopo essere rimaste elevate, con fasi alterne, dalla metà del 2021

Today's US #CPI announcement, slightly reaccelerating since the previous, implys demand is still strong and spooked a sharp reaction across all #asset classes. We think this is an overreaction. Proof is that #TIPs are down too. That is not rational.

#Fed raises interest rates by 75 basis points as widely expected. In the statement we note an opening to an interpretation of the cumulative effects of the previous interventions, suggesting a future slowdown of the restrictive policy. #FederalReserve #fedmeeting #fedpivot

#FederalReserve -Terminal rate higher than expected. -Long rates remain high for a period of time to tame inflation. -In case of overtightening we can use tools to support the economy but, if we failed to tighten enough, inflation would become a much bigger problem.

S&P 500 #Futures jumped after cooler than expected US #CPI data #SimplifyPartners simplifypartners.com/en/

The US #Dollar slipped #SimplifyPartners

#EU #tradebalance improving. Selling pressure on #Euro should decrease simplifypartners.com

BS Busting DuJour We cannot scientifically measure happiness and make cross-cultural comparisons. But we can measure and compare the suicide rate, which happens to be high in these "happy" places. Never trust claims by psychologists.

“Siete ebrei?” Chiede il soldato israeliano in uno dei 500 checkpoint che funestano la Cisgiordania. Lo racconta Gideon Levy che commenta: “Non c’è luogo al mondo in cui si chiede a un uomo quali siano le sue origini per sapere come trattarlo. Solo qui questa domanda è legittima”