3-Circle Investments

Share this post
Strong AHE means wage/price spiral is close.
3circleinvestments.substack.com

Strong AHE means wage/price spiral is close.

Craig Shapiro
Jan 7
Share this post
Strong AHE means wage/price spiral is close.
3circleinvestments.substack.com

Eurodollar charts breaking down in big way throughout the curve (EDZ3/4/5) after strong AHE shows labor market remains snug. We are at max employment with inflation running too hot. The Fed is coming for PE multiples. Tech/crypto weakest but we are close to beta face plant time

Share this post
Strong AHE means wage/price spiral is close.
3circleinvestments.substack.com
Comments

Create your profile

0 subscriptions will be displayed on your profile (edit)

Skip for now

Only paid subscribers can comment on this post

Already a paid subscriber? Sign in

Check your email

For your security, we need to re-authenticate you.

Click the link we sent to , or click here to sign in.

TopNewCommunity

No posts

Ready for more?

© 2022 Craig Shapiro
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing