Jim Bianco: Transitory never went away, everyone expects the Fed to pivot, due to falling inflation
Talking Data
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What Are You Watching Most Closely?
The labor market data tomorrow as well as J Powell speaking. We do see a bit of softening in futures coming off the earlier highs 39 67. If the S&P CoreLogic case killer 20 city composite city home price index were to rebrand, what would you name it? I still call it case shiller. That's what we'll go with.
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