TOPICS AND TIMESTAMPS:

It’s Epic 0:00

PRICES 0:49

CYCLE DOWN 4:55

EUROPE’S PIVOT 9:03

$GPS INSIGHTS

HAVE 2 PORTFOLIOS: 1 LONG, 1 SWING

INVEST IN WHAT’S MOVING

CENTRAL BANK MOVES ARE KEY

Global Inflation: World Food Prices Climbs Closer Toward Record High - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/world-food-prices-are-climbing-closer-toward-a-record-high

Don't get carried away: BoE chief Andrew Bailey tells markets

https://www.cnbc.com/2022/02/03/dont-get-carried-away-boe-chief-tells-markets-after-second-rate-hike.html

U.S. oil prices top $90 a barrel for the first time since 2014

https://www.cnbc.com/2022/02/03/us-oil-prices-top-90-a-barrel-for-the-first-time-since-2014.html

Housing wealth is setting new records for both owners and sellers

https://www.cnbc.com/2022/02/03/housing-wealth-is-setting-new-records-for-both-owners-and-sellers.html

length of business cycle.jpg (730×404)

https://cms.zerohedge.com/s3/files/inline-images/length%20of%20business%20cycle.jpg?itok=oUlQL5hA

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https://cms.zerohedge.com/s3/files/inline-images/rec%201_0.jpg?itok=OP2ckUN6

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https://cms.zerohedge.com/s3/files/inline-images/lead%20time%20from%202s10s%20inverting.jpg?itok=6wW2UrXT

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https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20supply_1.jpg?itok=g7jo9NUh

Lagarde Pivots on ECB Hikes as Switch in Guidance Seen Soon - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/lagarde-reveals-ecb-inflation-worry-with-focus-on-next-meetings?utm_source=google&utm_medium=bd&cmpId=google#:~:text=%E2%80%9CCompared%20with%20our%20expectations%20in,near%20term%2C%E2%80%9D%20Lagarde%20said.&text=Euro%2DZone%20Inflation%20Unexpectedly%20Hits,That%20Isn't%20Quite%20Tightening

Monetary policy decisions

https://www.ecb.europa.eu/press/pr/date/2021/html/ecb.mp211216~1b6d3a1fd8.en.html

Bank Rate increased to 0.5% - February 2022 | Bank of England

https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2022/february-2022

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-03_16-45-34.jpg?itok=GpUxgRgK

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-03_07-03-25.jpg?itok=utxZR2BT