Jarosław Jamka15 sty1 minSubjective 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 Jamka14 sty1 minUS 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 Jamka13 sty4 minSubjective 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"...