Get food, energy, transport, & housing right— and you’ll get inflation right:

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Goods inflation pressures persist:

Inflation Views

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They reflect different things in our opinion

Bond markets have priced in too many cuts. Should you have benefited from this being priced in our waited for the reversal?

A big part of your answer will also depend on what instruments you use to trade

There are a lot of benefits to having a high frequency view of macro conditions. One of them is you’re able to increase the sample of your views. If you reassess macro conditions every day, you have the opportunity to converge on your long term expected value

Revisions really aren’t that big a deal

This 👇🏻

News... I'm leaving Forward Guidance. It's been a wild ride: 417 episodes 30 million downloads 525 basis points of interest rate hikes Forward Guidance's new host is fejau, who I know is going to crush it 💯🔥🙏 What I'll be working on next: youtube.com/@Monetary-Matt…

All charts updated as of Friday close. Let’s go!

Love this

Who was egregiously long bonds recently, for good reasons? Looking for new follows

If you’re trying to understand if rising unemployment rates mean recession (Sahm Rule etc) Give this a read ⬇️

Sneak-peak into our latest Prometheus ETF Portfolio note: