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#CPI Preview
1/10
One 🤡 calls it #macrotourism, but #CPI and #FOMC policy response are the single most important issues to macro investors today.
Let’s dig into the 🧮!
#CPI Preview
1/10
One 🤡 calls it #macrotourism, but #CPI and #FOMC policy response are the single most important issues to macro investors today.
Let’s dig into the 🧮!
2/10
At his Brookings Institute speech at the end of November, Powell broke core #inflation into 3 components:
a) goods inflation
b) housing services inflation
c) services, ex-housing = wages
At his Brookings Institute speech at the end of November, Powell broke core #inflation into 3 components:
a) goods inflation
b) housing services inflation
c) services, ex-housing = wages
2a/10
Goods inflation is clearly coming down along with inputs into that equation.
$COOPER +10.65% in November is nonetheless -13% YTD
Goods inflation is clearly coming down along with inputs into that equation.
$COOPER +10.65% in November is nonetheless -13% YTD
