It's CPI and Fed Day — Best Not to Leave Your Desk
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It's CPI and Fed Day — Best Not to Leave Your Desk
CPI (focus on rents and insurance), Fed dot plots and projections are all key today
Highlights
CPI (focus on rents and insurance), Fed dot plots and projections are all key today
S&P 500 breadth is deteriorating, and concentration is on the rise
Can mega-cap Tech keep delivering on earnings growth expectations
The BLS Birth-Death model creates an illusion of a strong jobs market
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