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bullish
Nothing Else (Except Macro) Matters
SUMMARY
- The CPI report: once again, the inflation momentum is accelerating and inflationary pressures are broadening.
- While mainstream headlines would focus on the 9.1% YoY print, I’d like to highlight two more relevant statistics that would worry the Fed further here.
- MoM headline and core inflation are the highest in 20+ years: the inflation momentum is not only failing to decelerate, but it’s even picking up!
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