Reply To: Traders Market Weekly: Eyes Up on Retail and Inflation

Helmholtz Watson

Fed’s Kashkari on CNBC

Concerns about energy prices resonate
As energy prices stay higher longer, investors will see a good place to deploy capital
Bad news is weighing on supply chains and inflation
The Fed will change its approach if data comes in differently
We have a strong job market
Maybe there’s some evidence of inflation softening just a hair
There’s a lot of room for home prices to slow down without falling
We could see some softer wage growth to try to get to a more-sustainable environment
By the measure of 30-year yields, we’ve removed accommodation faster than we added it in 2020
I still think there are workers are on the sidelines that will be pulled back in