Inflation expectations have diverged from crude oil prices.
Source: The Daily Shot
🚨 THE SHOCKING CHART OF THE DAY >>>
THE FEDERAL RESERVES REVERSE REPO HAS FALLEN TO $155 BILLION WHICH IS THE FIRST TIME WE SEEN THIS LEVEL SINCE MAY 2021🚨 USUALLY WHEN IT FALLS IT LOWERS YIELDS BUT INSTEAD THEY’RE MOVING UP AND 10YR YIELDS FLEW TO 4.3% LAST WEEK. It was initially used to pull money out of the economy to reduce inflation. Then it went back into economy and then into equites. What's next? Source: Mike Investing on X
Core PCE is closer to 3 than 2
And ticked UP in the last month Source: Amy Niyom
Inflation surprises are picking up since Fed rate cut...
Source: www.zerohedge.com, Bloomberg
JPMorgan CEO Jamie Dimon just said the American 🇺🇸economy is still booming and inflation may not go away so quickly
Source: Evan on X
Billionaire investor Paul Tudor Jones today on CNBC:
“All roads lead to inflation. I’m long gold. I’m long Bitcoin. I own ZERO fixed income. The playbook to get out of this [debt problem] is that you inflate your way out.” Source: CNBC
Between 2000 and 2024:
US Income +24% US House prices +140% Source: Trend Spider
Food inflation is accelerating
Source: @Kurtsaltrichter on X, www.tradingeconomics.com
