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Subjective market review (15-Jan-2023)
... or what recently caught my attention in several points: 1) Double support for my “late-cycle deflationary goldilocks” scenario? There...

Jarosław Jamka
15 sty 20241 minut(y) czytania


US PPI is really deflationary!
US PPI Inflation – A little more on this topic just to highlight how deflationary PPI inflation is currently. The start of the Fed's rate...

Jarosław Jamka
14 sty 20241 minut(y) czytania


Subjective market review (13-Jan-2023)
... or what recently caught my attention in several points: 1) PPI inflation in the US for December turned out to be the "dot on the i’s"...

Jarosław Jamka
13 sty 20244 minut(y) czytania
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