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– BOE broke who’s next?
– Inflation vs the Fed
– PCE inflation data HOT!
– Breaking the central banks
– Dollar and bonds
– Volatility positioning
– AAPL, TSLA, AMZN, SBUX, Energy, Financials
SPX Expected Move
– last week – 123.00 (expected move)
– next week – 121.11 (expected move)