The bond market has been pricing in increased inflation volatility since the January Jobs Report, while equities remained relatively resilient. 

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Until last week, equity markets had been relatively resilient in the face of higher terminal rate expectations following the strong January Jobs Report.

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The idea of a cyclical recovery without monetary accommodation seems wildly optimistic.

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Last week's break in the S&P 500 below 4100 was the first technical sign of weakness.

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Oil prices rise when OPEC is the wing producer, and we'll see higher prices - maybe much higher prices in the future.

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The no-landing narrative that emerged after the strong January payroll number drives a cyclical recovery theme in equity markets.

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As we noted yesterday, we’re discounting the signal quality of the January payroll data given the outsized role of seasonal adjustment factors.

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We are discounting signal quality of the January payroll data as well as the supposed message in today's CPI report. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to [email protected].

Equity markets take initial direction from headline CPI with consensus looking for a decline to 6.2% YoY in January from 6.5% in December. Would you like to learn more about Jackson Square Capital? Join the Jackson Square Capital community by sending an email to [email protected]. 

US equities are mixed with the S&P 500 on track for its worst week of 2023.

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