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  • Writer's pictureTim

May Light Dawn on Marblehead

CPI report came out today cooler than expected. As of premarket this is being received well by the market. One aspect that is being brought up is that inflation peaked in 2022 long before the Fed started its aggressive hiking campaign.This continues to remind me that the Fed doesn’t lead the market but tends to follow the market. The Fed, however, can push the market too far if it continues to be stubborn with its 'higher for longer' meme. If I could give the Fed one piece of advice (if they would even listen) it would be as follows: Understand the structure of today’s economy. A strong operating economy in today’s environment – tech centered - is disinflationary. In essence, if the Fed gets too stuck in its dogma it will be simultaneously holding back growth AND exacerbating inflation. The worst of all scenarios. As we in Massachusetts sometimes say, “may light dawn on Marblehead”.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held Twin Gryphon Advisors, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward-looking and should not be viewed as an indication of future results. Investment advisory services offered through Twin Gryphon Advisors, LLC, a registered investment advisor. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. It does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented, nor any opinion expressed, constitutes a solicitation for the purchase or sale of any security. Past performance does not guarantee future results.

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