Afternoon Note
Guestimate
By Charles Payne, CEO & Principal Analyst
4/11/2023 1:12 PM
Goldman (GS) is out with their CPI guesstimate and potential reactions.
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Handicapping CPI & Stock market |
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Reaction |
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>6.0% |
-2.0% + |
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5.1 to 6.0% |
-1% to -2.0% |
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4.6% to 5.1% |
Up 100 bps |
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<4.6% |
+2.0% + |
Energy is back in drivers seat, but I’m really impressed with the action in metals.
I also like the action in semiconductors, which seem to be pinning hope on a positive outcome from Intel’s (INTC) CEO current visit in China.
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