amit
2025.12.18 13:39

CPI YOY +2.6% VS +3% EXPECTED

CORE CPI YOY +2.7% VS +3% EXPECTED

oh my goodness…these are massive beats to the downside

inflation is not the problem here, it’s the labor market

inflation low, growth up, rates coming down is your macro formula for a stronger 2026

Source: amit

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