Blind Squirrel Macro

Blind Squirrel Macro

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Blind Squirrel Macro
Blind Squirrel Macro
The Blind Squirrel's Monday Notes. 2/20/23
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The Blind Squirrel's Monday Notes. 2/20/23

That feeling when you realize that PIMCO's Personal Account dealing rules are stricter than the Fed's...

Feb 20, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
The Blind Squirrel's Monday Notes. 2/20/23
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Summary

  • Last week’s CPI and PPI reports point to a risk of accelerating inflation. For now, equity markets do not care.

  • With the help of Jefferies strategist Dave Zervos and ‘Old Chestnut’ we contempl…

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