US CPI Data, Federal Reserve Policy, Money Supply: 3-Minute MLIV

The video discusses the current market positioning and the implications of CPI data, highlighting the market's consensus on a potential recession and the end of the Fed cycle. It explores the impact of banking data and the role of money supply in shaping financial conditions. The discussion emphasizes the importance of understanding these economic indicators and their influence on market trends.

What concerns does the speaker express regarding the focus on money supply?

Discuss the relationship between money supply and inflation as mentioned in the text.