My personal Substack
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 11 | Subscribers | Read | kiscocap.substack.com |
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This is Kisco Capital Substack.
The CPI number reported this week (more below) shows inflation is abating and several Fed Governors have been hinting at only a 25bps increase at their next policy statement on February 2nd. The Fed looks to have pivoted from being concerne...
I hope everyone had a happy and healthy holiday season as we will have the first full week of trading next week. The economic data over the past several weeks has been significant as the Fed tries to avoid a recession while fighting inflati...
It has been an eventful week as we received economic data on inflation and the Fed signaled a vigilant stance towards inflation despite reducing the pace of rate increases from 75bps to 50bps. The outlook is for one more 50bps increase in J...
The writers behind this newsletter.
President of Kisco Capital. Former structured products trader.
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