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Blind Squirrel Macro

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Blind Squirrel Macro
The Blind Squirrel's Monday Notes. 2/27/23
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The Blind Squirrel's Monday Notes. 2/27/23

Please stop blaming the Avocado Toast.

Feb 27, 2023
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Blind Squirrel Macro
Blind Squirrel Macro
The Blind Squirrel's Monday Notes. 2/27/23
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Summary

  • Friday’s PCE data puts inflation back on the front pages, distracting us from the AI buzzword bingo that has dominated this month’s earnings reports

  • The inflation of ‘needs’ looks set to be sti…

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