Otavio (Tavi) Costa
@TaviCosta
Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Joined June 2014
2.3K Following 312.3K Followers
Today’s ISM report was yet another very stagflationary report.
Prices paid spiked to 3-year highs, while employment fell to 2-year lows.
How will policymakers respond if this persists?
They will ease into weakness and look through inflation.
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