Matthew Miskin, CFA (@matthew_miskin) 's Twitter Profile
Matthew Miskin, CFA

@matthew_miskin

Co-Chief Investment Strategist @JH_investments. Connecting the dots to formulate views across markets. Disclosure: bit.ly/2USIeSZ

ID: 1196862474

linkhttps://bit.ly/3qKjkl8 calendar_today19-02-2013 12:05:26

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Matthew Miskin, CFA (@matthew_miskin) 's Twitter Profile Photo
Matthew Miskin, CFA
@matthew_miskin

3 months ago

Shelter by far the largest driver of #CPI with another 0.3% m/m increase, without that this report would suggest deflation. The #Fed cut 4 times last year with over 3% #inflation, now it is sitting under 3% & the bond market can't get believe there will be over 2 cuts. 🤔

Shelter by far the largest driver of #CPI with another 0.3% m/m increase, without that this report would suggest deflation. The #Fed cut 4 times last year with over 3% #inflation, now it is sitting under 3% & the bond market can't get believe there will be over 2 cuts. 🤔