Morning Note | March 31, 2023

This didn't publish for some reason on Friday.

Apr 03, 2023

∙ Paid

Happy Friday!

Fedspeak supports at least one additional hike, which would take rates to 5.00% - 5.25% range. Commodities are giving back some of their weekly gains. The EU inflation print shows a gap down in headline inflation while core remains sticky; does this pattern hold for the US?

PCE Inflation came in at +0.3% for the month, below the +0.4% consen…

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