cpi was leaked to big money already

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PDF files release on friday might help recover from cpi data the day before

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Great idea to do this right before jobs numbers and CPI

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until thursday cpi. inflation is creeping up which will spook wallstreet that we wont get a 25 bps cut in 2026…which will force taco man to announce his pick early, maybe by christmas/ny

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OP, u were supposed to buy puts on the cpi report which coincidentally on the same day bank of japan doing 25bps. should not play puts on tomorrow’s unemployment report. 🤷‍♂️

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The sell side has this pinned at a 0.8 beta, and also the dcf terminal growth is pegged at 0%, not cpi or Gdp. At the end of the day it's an 8% fcf yield, with no inflation passthrough, in a 4% world, not bad but it's no Wendys... WEN is pumping out 10.5% fcf yield with inflation pass through, and the thesis is simple: dumpster BJs never go out of style.

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You’re fukt. It’s gonna continue to dump tomorrow after weak cpi report.

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Job report tomorrow and then some Feds speak on Wednesday and CPI Thursday. Then the big report - BOJ rate hike on Friday. If BOJ says no more rate hike or don't know if they'll do more rate hike on the next meeting, then I think the market will take it as a dovish meeting and we (hopefully) pump from that.

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what's the risk coming from CPI at this point? data almost don't matter anymore, we just get new FED chair next year and he will lower the rates 100%

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Tomorrow: non farm payrolls and retail sales data from Oct/Nov Wednesday: CPI from November Seems like today was more profit taking, derisking before these data releases.

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