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2-13-25 Inflation On The Rise - What Does It Mean
Lance's Valentine's Day PSA (the short version) & Jerome Powell's annual Congressional testimony: Everything is volatile; headline generator. Cracks in the economy are emerging: Jobs numbers are full of "seasonal adjustments:" Indicators that employment and Labor Market are weakening. The impact of hot CPI: Markets hold support and price compression; in a wait-and-see mode. Trump reciprocal tariffs coming. Lance & Michael discuss where inflation comes from (with charts!), noting that January numbers generally tend to run "hot." The second half of February tends to be weak. Jerome Powell's…
The skinny
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