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neom 23 hours ago [-]
CPI Wednesday, Dollar General Thursday. Next week certainly going to be interesting.
blitzar 16 hours ago [-]
> CPI Wednesday
For the month of February 2026.
Data releases are unlikely to have much impact as they are all backward looking, the market will trade off vibes and tweets until a timeline for the conflict becomes apparent.
7777777phil 14 hours ago [-]
This is textbook Pozsar. His Bretton Woods III framework argues the global monetary system is shifting from inside money (Treasuries, dollar reserves) to outside money (commodities, gold). Every time a geopolitical shock disrupts physical commodity flows, the premium on outside money reprices upward. Hormuz closing is exactly the scenario he built the framework around. Wrote a two-part deep dive on the thesis last year: https://philippdubach.com/posts/pozsars-bretton-woods-iii-th...
For the month of February 2026.
Data releases are unlikely to have much impact as they are all backward looking, the market will trade off vibes and tweets until a timeline for the conflict becomes apparent.
(Remains to be seen whether that's true)