Relying on the mixed messages from the Federal Reserve isn't helping investors—it seems like it's just as confused as everyone else. CPI, the main measurement the Fed looks at, is lagging the market, says contrarian investor and sentiment analyst Jared Dillian. In fact, despite what the Fed says, a new bull market may be just around the corner. Show host Ed D'Agostino and Jared discuss how to recognize when it's here... which sector might lead the market rally... and how sentiment investing works in practice. To receive Jared's research 255 days a year, click here for a special discount offer on his unique service, The Daily Dirtnap. Don't miss this week's episode of Global Macro Update—listen now!