Complete research report available for free at

https://theglobalmacrotrader.substack.com/p/has-inflation-bottomed-or-just-noise

In this episode I discuss inflation, retail sales, consumer sentiment, crowded institutional positioning, the labor market and more!

The research report also covers the usual assets for trading ideas that I am thinking about regarding equities, fixed income, oil and gold. I close a stock position and am looking to put on a new position, some adjustments to fixed income positioning along with oil and gold coverage.

Thanks for listening!