2 Trade Ideas for CPI.
www.longvolreport.com
Reminder - webinar Friday with Sam Evans discussing the Swing Monitor.
This Barclays conference (which ends tomorrow) made some waves today with comments from Ally Bank regarding loans and consumer.
I think there’s a trade in housing long (and I am long for clients) but after that I don’t think there’s much. The data just seems poor underneath it all and I hope I am wrong but I don’t think I am on this. Data can get twisted all sorts of ways but I’ve done this enough to be able (or so I think) read between the lines and right now it concerns me.
Inside are 2 ideas for CPI print tomorrow to potentially trade.