Our modal outcome which feeds into our #GRIDModel projections (black line) has it peaking in June, but inflation internals (purple line) suggest higher and sticker prices over the next 2-3 quarters.
Two of the smartest macro guys on the street @JulianMI2 and @42macroDDale both agree that inflation likely doesn’t peak until later this year. 10Y US Yield may have another stab at 3.50% before this is over. Mind your FOMO tech exposures...
#Team42, ICYMI, read this thread from @biancoresearch Jim Bianco, a superstar.
We agree. Per our US #GRIDModel, CPI is likely to remain sticky over the next 2-3 quarters.
1/5
The latest inflation Nowcast from the Cleveland Fed
clevelandfed.org/our-researc…
June is projected to be another 1% month, like May, and the YoY for June is projected at 8.7%, a new high (the current YoY peak was also May at 8.6%).
👇🏾 is the most valuable thread I’ve read all week. @biancoresearch is a superstar.
We agree. Per our US #GRIDModel, CPI is likely to remain sticky over the next 2-3 quarters.
1/5
The latest inflation Nowcast from the Cleveland Fed
clevelandfed.org/our-researc…
June is projected to be another 1% month, like May, and the YoY for June is projected at 8.7%, a new high (the current YoY peak was also May at 8.6%).
you can mesh sync from blender to unreal/unity. you could 'gridmodel' a city straight into unreal or unity (unity dots is promising too). unreal compile times are also insane sometimes (but looks amazing). but its insane for sure! good times!
G. Lequerq: developing the market simulation platform for @SmartNetProject, we had to model the electricity grid in a way that is computationally tractable in few minutes and reflecting as far as possible its physical characteristics (no copper plate).
@FSR_Energy
#gridmodel
De mooie Donna is de winnares geworden van de gridmodel verkiezing en staat 20 mei voor de auto van @TomCoronel tijdens zijn @FIA_WTCR race op Zandvoort. Morgen is ze live bij @ZiggoSportF1 F1-café.
racingnews365.nl/donna-wint-…
WORD JIJ HET NIEUWE GRIDMODEL VAN TOM CORONEL? Check snel gridmodel.nl Wordt het een gridgirl of een gridboy voor @TomCoronel tijdens zijn @FIA_WTCR 20 mei op Zandvoort?