Every week I’ll provide updates on the latest trends in cloud software companies.
Next Friday we will get the Dec PCE (Fed's preferred inflation gauge), which will be the most important market driver of the week (along with the FOMC meeting).
Here are my PCE estimates:
https://arkominaresearch.substack.com/p/dec-2024-pce-estimate?r=1r1n6n
Next Friday we will get the Dec PCE (Fed's preferred inflation gauge), which will be the most important market driver of the week (along with the FOMC meeting).
Here are my PCE estimates:
https://arkominaresearch.substack.com/p/dec-2024-pce-estimate?r=1r1n6n