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Jun 12, 2022 - One-on-One with the CEO of Global-e (GLBE): It’s the supply-side equation that matters
Jun 10, 2022 - The CML Close - Stocks fell, CPI rose, sentiment collapsed, China - US relations at fifty year low
Jun 09, 2022 - Stocks down, inflation worries, China digs into permanent zero-COVID, Intel warns about demand
Jun 08, 2022 - Stocks were down on inflation worries with CPI and Core CPI data out this Friday. Home purchases have sunk to a two year low and commodity prices are at an all time high.
Jun 07, 2022 - Stocks Up, Supply Chain Improving, Shipping Costs Down, Target Issues a Profit Warning
Jun 06, 2022 - The CML Close - Markets rise, all eyes on inflation, Chip shortage eases ahead of schedule and China is open
Jun 03, 2022 - Stocks were down today after they were up yesterday in rather predictable bear market behavior. Good news is bad news: The jobs number was better than expected but still the lowest since April of 2021. Retail jobs saw their largest decline and lowest number since April 2020. The total jobs gained may signal that the Fed will act more aggressively to tame inflation.
Jun 02, 2022 - Stocks rose sharply; Microsoft cut its guidance due to currency headwinds; Saudi Arabia will pump; Hiring stalls
Jun 01, 2022 - Markets traded slightly down throughout the day and then accelerated downward near the close. Mixed economic data both eased concerns of an imminent recession while also reinforced data that inflation may be cooling. The Fed may have regained credibility, so one bank says.
May 31, 2022 - Markets were choppy and then dropped in the last half an hour of trading. General business activity for manufacturing in Texas plunged to the lowest reading since May of 2020. Home prices keep rising at a record pace. Meanwhile, The S&P CoreLogic Case-Shiller 20-city home price index in the US surged 21.2% year-over-year in March of 2022, a new record high, above market forecasts of 20% . 
May 30, 2022 - We said in late 2021 that inflation was the "only" thing that matters, where we used quotes around only to signify that of course we cannot totally discount company specific news (or wars).
May 27, 2022 - Stocks roared higher driven by economic data. The Fed's preferred inflation measure (PCE) dropped to 6.3% annually, down from 6.6% in the prior report, while the monthly change of +0.2% was the smallest rise in one and a half years.
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