This week should be something to really watch given the NFP and Challenger jobs data last week. While I realize that NFP numbers “beat” and that the economy is accelerating the devil is in the details, especially in those numbers.
The CPI print this week expects us to be at 3.4 but if we come in hotter than I think that’s risk off for the markets. Given that the S&P500, Nasdaq and a few other names are at key technical spots the likelihood of an outsized move this week is there.
I dive into this and my thoughts on a few ideas to pay attention too (one being Google and Amazon at ATH) this week in the report.
If you missed the WYMTM video you can find it here.
Issue 15 is inside.
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