Magnelibra Trading & Research

Magnelibra Trading & Research

Share this post

Magnelibra Trading & Research
Magnelibra Trading & Research
CPI On Tap R U READY???

CPI On Tap R U READY???

Mike Agne's avatar
Mike Agne
Jan 12, 2023
∙ Paid

Share this post

Magnelibra Trading & Research
Magnelibra Trading & Research
CPI On Tap R U READY???
Share

Ok big event tomorrow as CPI is here, this is what the Street is expecting:

  • Annual CPI is expected to decline to 6.5% from 7.1% in November

  • Core CPI, which excludes volatile food and energy prices, edging lower to 5.7% from 6%.

  • On a monthly basis, the CPI is forecast to stay unchanged while the Core CPI is projected to rise 0.3%.

We feel the latter point is important and if MoM goes negative, look out, risk on will be the trade du jour and front end curves will reprice that FEB meeting. Any number sub 6.4% will also see risk on action, so be ready!

Keep reading with a 7-day free trial

Subscribe to Magnelibra Trading & Research to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Magnelibra Capital Advisors LLC
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share