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Running out of rocket fuel
Last week I discussed how macro was dead and I may have accidentally nailed the top in that narrative as macro is back this week and we are seeing many movements tied to a stronger U.S. economy, the inflationary impact of the war in Iran, and political kerfuffles in Brazil and the United Kingdom. U.S. data is running hot and American Exceptionalism is back. CPI is in the sky and PPI’s begun to fly as the double blockade of Hormuz continues and the weeks tick by. Tick tick tick. Commodity, shipping, and supply chain experts continue to warn that the shutdown of the Strait will eventually lead to various supply ... (full story)
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