Food inflation in Europe is getting out of control and the energy shock is still ongoing…

Food inflation in Eurozuela

h/t @TheMarketDog pic.twitter.com/A2fzJUwp3d

— Alessio (@AlessioTMAD) April 3, 2023

Biggest illusion in markets currently is that Europe's energy shock is over. You just have to look at the giant trade deficit in January 2023 and compare it to the same month in previous years to see this isn't true. Fair value for EUR/$ is 0.90. The energy shock is ongoing… pic.twitter.com/RlQynmGefx

— Robin Brooks (@robin_j_brooks) April 2, 2023

The French Anti Government Protesters Are Now Dropping A Few Subtle Hints.

🔊 pic.twitter.com/xUJkUsDpbb

— Wall Street Mav (@WallStreetMav) April 3, 2023