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Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World

Unusual Whales

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Cpi and the Accuracy of the Metric's?

I think at this point, we're still at set and a half % inflation. It doesn't mean allsudden all the prices are coming down for consumers then not. Consumers are continuing to be under massive stress. Weve outstripped a real wage growth o for since april of last year. That's the reason why we see people going into credit cart dead ind as long as the housang component remains high. So i think tho talk about rat cuts yet is a pre premature unless, yo, you see a market slow down going into recession,. that's the historic example from 74, 80, 80, 82.

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