4min chapter

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The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research)

Investing Experts

CHAPTER

Are Consumers Being Beat Up About Inflation?

Sally Kohn: Is this a state of consumers just psychologically being beaten up? The inflation that you just mentioned, we have a new CPI. And I think they increased the weighting on shelter, which I think was the sticky spot. This is all starting to really click in my head and I'm sure the listeners as well are starting to see how all the bullet points are taken together. Like, what are your thoughts on what they're doing there? Yeah, I tend to take the data just as it comes.

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