This Sunday were lied from the home of smart energy use three Acacia Drive and Dave Davos peck them off to a

Floor bat cooking next week's meals off night nutmeg and now the washing machines on then straight into the

I mean, please see for the home side thanks to the hard price electricity Brim British gas full-time Davos saved it all for Sunday

Now we can enjoy the football get half-crest electricity every Sunday with British gas peak safe

Sunday's 11 to 4 ends 24th of September season sees apply smart me to required

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Hi everyone. Welcome to the real vision daily briefing. It's Wednesday June 22nd, 2022. I'm Maggie Lake here with Darius Dale founder of 42 macro. Hi there Darius. Hey Maggie. It's good to see you. How are you? I'm doing okay. Doing okay. I think everybody kind of watching the fed still we had Jay Powell testifying in front of Congress again

saying kind of reiterating trying to be as hawkish as possible right committed on strongly committed to inflation but it was really interesting to watch the stock market kind of seem like it was

Ignoring it for most of the day we had what look like a little bit of a rebound going on but it kind of floored just dropped out a little bit at the end they rolled over back into the

Red nothing huge in terms of selling but just interesting to see that

That negative sentiment or just or just lack of buyers, I guess in the last half-hour trade 10-year bond yield down so 3.15

We had crude prices lower of course crypto getting shredded again. You know, what did you make of the market action today?

Yeah market action day was pretty interesting. I mean we

So it's in the context of what we're observing here in our process of 42 macro is a potential

Market regime transition from what we call inflation, which is where the markets pricing in and accelerating inflation and growth slowing to what we call deflation

Which is where the market is pricing in

De-simultaneous decelerations in both of those factors we saw you know pretty significant sell-off in crude although we rallied off the lows

...