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Andreas Steno

CEO at Steno Research. Macro afficionado, investment analyst and Madridista. Host/Editor @ Real Vision. Hosting "The Macro Trading Floor" podcast @ Blockworks.
Andreas Steno Larsen
US CPI Review – Admittedly a soft report, but NOT the new normal

US CPI Review – Admittedly a soft report, but NOT the new normal

The US CPI report today was admittedly decently soft, which allows for the Fed to confirm a potential pivot later. However, we’re still fearful of the forward looking indicators and rising freight rates, making us believe that this is not something that markets should get used to.

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