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Michael Cembalest Takes Us to School
The Compound and Friends
The Jolt's Data Is Deteriorating
The first derivative on this is moving the right way. A lot of people got too caught up in the Jolt's data. The quality of it is deteriorating. It's not like the PMI survey, which they're more rigorous about age. But the pig and the python issue for goods inflation and for housing inflation has been evident for some time.
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