It's 2024, a fresh start to what is surely going to prove to be a golden year and the end to history! The SEC has approved bitcoin ETFs, the Fed is dovish and achieved a perfect landing, rates have come down a ton, and everything is beautiful.

At least, as long as inflation really does collapse immediately to 2%, as the consensus seems to suggest. Unfortunately, reality has a way of intruding in these sweet dreams and today's CPI report was frothy in some uncomfortable ways - not little one-offs, but big things like rents, and the stuff driven by wages. Listen to the Inflation Guy walk through the implications of today's number, and what it probably means for Fed policy and markets.

NOTES

Podcast Callback: Ep. 74: Inflation Folk Remedies

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Ep. 94: This Month’s CPI Report - New Year, New Ewww