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Nothing To See Here
There was no shortage of hype around Friday's annual CPI revisions from the BLS.
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Thanks for presenting this. What I’m seeing now is that despite two stellar treasury auctions in the 10s and 30s and inflation revision being a nothing-burger, secondary markets are ignoring this and grinding higher. CPI next week is going to be an eye catcher, but it feels as if the market has shifted to pricing in 5-6 cuts to “prove to me me that we should still be pricing in 5-6” cuts.
Thankfully, you like to hear yourself “talk”. You’re readership ( those who like to hear you talk) should, by all rights, be in the millions.
For those who are missing out on listening- it is their loss.