Elephant in the Room

Friday’s #CPI and today’s #PPI are going to shape the narrative for the rest of the year and well into 2022. $FDX preview…

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PPI vs CPI – Why it matters!

By David Nelson, CFA In the face of rising investor concern on a range of issues stocks put in a strong week adding to month to date gains. The pivotal moment came Thursday with the S&P delivering its strongest day in months up +1.7%. Add Friday’s monster earnings beat from Goldman (GS) and the glass […]

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