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3Q was a bit better than our model, RoC direction still TRENDing towards 4Q slowdown. TAIL still Bullish for this category killer.
Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% - this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.
Flash Call on Tesla's accounting and what's next for the company
Here's our SOTP for CPRI -- the only thing that matters for the stock today with the deal being blocked.
A federal appeals court will hear arguments next week in the telecom and cable industry challenge to the Biden FCC's strict net neutrality rules, a regulatory framework that classifies broadband access as a telecom utility service. Recent Supreme Court decisions weaken the FCC's defense of the new rules, suggesting the likelihood of a favorable outcome for telecom carriers (T, VZ, TMUS) and cable operators (CHTR, CMCSA). The rejection of FCC telecom regulation of broadband, however, could trigger another regulatory battle over state regulation of broadband rates.
Booking TJX Long Win. Adding ETSY to Long Bias. CPRI Higher. Still Short AS. Earnings Take: DECK, LAD, KER, ORLY, TSCO
Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% - this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.