The Week Ahead — 13 Jun 2022: CPI & “Peak Inflation”

  1. CPI & “Peak Inflation” — Core CPE, hand off from goods to services, Fed policy and markets.
  2. Hot dollar — DXY has only been higher in Feb 1985 and Jan 2002. Fed, Dollar, Yellen, etc.
  3. Fuel Inflation — Refining capacity, natgas explosion.

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