The Inflation Fight Is Far From Over — Don’s Daily Brief
CPI (inflation data) comes out Thursday.
In order for markets to rally significantly, CPI is going to have to massively disappoint.
The Fed is going to have to continue raising rates aggressively to fight the inflation genie that they let out of the bottle.
And that’s going to cost earnings and valuations.
► With that, for today’s FREE pick, I want you to short JPM.
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ABOUT DON’S DAILY BRIEF:
Every market day, Don Yocham scans thousands of potential stocks, whittling down the list to just a handful that could be setting up to make BIG moves.
The top idea from his daily scan ends up here.
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