- S&P futures are up 0.3% after the CPI report comes in at 7% inline with consensus expectations
- Rates are slightly lower after CPI
- US Dollar continues to slip lower as that is our call for the coming weeks
- Hong Kong continues to rise - I still like FXI long
- I am adding a 2% long position with LULU today. See chart below
- Several sentiment charts on this note: S&P, Bitcoin, Crude