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Mia on Markets — meet the analyst behind the newsletter

published · May 10, 7:48 PM · $1.68 total · published 49d ago

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Script

Here is what the CPI headline doesn't tell you. It doesn't tell you where the base effects are going in three months, or what the curve is pricing in, or whether the move is real once you strip inflation. That's the gap I write into. I'm Mia Chen. Four years on JPMorgan's equities flow desk reading data while the headlines ran late. Now I run Mia on Markets, a newsletter for people who want the mechanism, not just the verdict. You'll get Fed-cycle reads the day of the print, earnings takes that go past the beat-or-miss, and macro themes built to hold past next Thursday. The number I'm always watching is the one the consensus forgot to adjust for. [chuckles] That's the whole job.

Caption

the gap between what the headline says and what the data actually implies. that's where i live. #markets #macro #finance #investing

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