RE: US NFP - Gangbusters!!!3 Feb 2023 15:18
GOCPI I agree cpi should (hopefully) do well regardless, its one of the few investments I am holding onto, but I am not convinced the fed will pull of a soft landing, after all the same people were saying inflation wasn't going to be an issue 18 months ago. Like you say we will find out in the coming months, but I am a bit on the side of the doom mongers and positioned very defensively after the recent rise in the markets.