Elections, Markets, and Giving Thanks
I’ve got a quick note about markets and elections for you, plus some big-picture questions about gratitude at the end. First, a quick win: markets recently posted a strong rally on better-than-expected inflation data.1 I’ve been saying this for a while now, it will take time for inflation to come down. But for now, the raw material inputs and major purchase categories have been slowing down and this should eventually lead to lower inflation data ahead.
