Here comes the deflation. CPIs are out.
Eurodollar University - En podcast av Jeff Snider
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All along, markets told you it was never inflation therefore it was always going to be transitory. As curves shifted toward their current extremes, confidence in that interpretation and outcome also grew extreme. Now more and more data lines up with all of it, and against the Fed. Surveys, inflation expectations, CPIs and PPIs. All of it declaring with great certainty "inflation" is over.
