#CPI βπ½ 
#CPI πβπ½
Shelter inflation is the big cheese for Core #CPI; we should all know by now this data line needs to catch up to the reality of real-time shelter data. The bond market gets it, the Fed to old to slow, and all of you have no excuse π
Remember, shelter inflation CPI lags 12 months from now; we are all in a different spot with inflation data βπ½πͺπ½
If you don't know who Mad Max is you missed out #Thunderdome π
Only the Hobbits eat two breakfast baskets still elevated. We need to get control of Egg prices π€¨
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You can all see what is happening here; Core CPI is being held up by a lagging component, which is also roughly 42.4% of the index. π€¨
Remember, we will have nearly 1,000,000 rental units hitting the market next year on top of the real-time growth cool down in the data
Remember, we will have nearly 1,000,000 rental units hitting the market next year on top of the real-time growth cool down in the data
The Fed can act old and slow, but you don't have to be. π
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