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mkt thoughts - 10 Jun 26
CPI in line - i think we have reached peak fear into the market. I see that the structural deleveraging of products has already gone through.
Going into SPCX IPO - Pricing is tomorrow with trading on friday. Much of the selling flow for the IPO would have taken place.
In short - after calling for yesterday's puke - i am calling for a rebound to ATHs.
Good luck