The Inflation Fight Is Far From Over — Don’s Daily Brief

by | Jan 10, 2023

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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The top idea from his daily scan ends up here.

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