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Erick Mokaya
$16.1M
Followers
@ekmokaya
09/12/2022
In our newsletter this week:
🏦 The Fed steps up its aggressive rhetoric
💻 The IT deal cycle has lengthened some
👔 Apparel consumption shifts towards workwear
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https://thetranscript.substack.com/p/09-12-2022-the-flexibility-to-be-aggressive-free
thetranscript.substack.com
The Flexibility to be Aggressive
Some happenings in the Macro section are giving the Fed the flexibility to be aggressive in our fight against inflation
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Erick Mokaya
$16.1M
Followers
@ekmokaya
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