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fejau

@fejau_inc

Shitposts, macro, crypto. Host of podcast & newsletter @forwardguidance

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linkhttps://blockworks.co/podcast/forwardguidance calendar_today14-05-2015 23:33:27

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fejau
@fejau_inc

23 days ago

Core goods are meaningfully accelerating as of today's CPI print. Reason CPI came in within expectations was lagged core services (namely shelter) doing some heavy lifting and markets knew there's little juice left to squeeze from that. This is why the bond market sold off imo.

Core goods are meaningfully accelerating as of today's CPI print. Reason CPI came in within expectations was lagged core services (namely shelter) doing some heavy lifting and markets knew there's little juice left to squeeze from that. This is why the bond market sold off imo.