I’m genuinely surprised the lack of focus on this but even major bank strategists like zervos are just partisans at this point
SuperMacro
SuperMacro23.7. klo 17.08
US inflation hiding a strong undercurrent Despite the mixed inflation data, underlying pressures remain firm. Tariffs are beginning to feed into consumer prices, and without the unexpected decline in the CPI measures of new and used auto prices , the jump would’ve been 0.5% v 0.2% — which would have represented the largest monthly gain since June 2022.(Pantheon Economics)
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