The market is in front of recession fears.

What am I thinking and doing right now

Important: this is not investment advice. Consult a licensed financial advisor before making any investment decision.

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Hi!

Last week was very important for the market as the new CPI report was released.

I wanted to wait a few days before commenting.

Below is my take on the markets and what to expect in the next few months.

1. The Macro

The last inflation data re…