Write-Up: Simon discusses how the market is susceptible to a shock and was wrong-footed by the recent hot CPI print. He references some of the current extreme positioning in the market and how a reversion to the mean in terms of what sectors and styles are favored could be in store. He suggests that the ultimate path for both inflation and rates is still likely to be down but that it may be a bumpy ride. He also highlights the recent earnings reports from ABBV, CVX, KVUE and AMZN. 

WIG Stocks mentioned: ABBV, CVX, KVUE and AMZN 

Non-WIG stocks mentioned: NVDA 

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