Rebel Capitalist News New Inflation Data Confirms Worst Case Scenario
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Sep 12, 2025 Dive into the latest CPI report and discover how inflation is shaping the economy. Delve into the labor market's role as a key economic predictor over traditional interest rates. Explore the recent inflation trends, the Consumer Price Index, and what they mean for economic forecasts. Learn about an innovative gold leasing service that allows investors to earn interest on their gold, revealing a unique way jewelers profit while providing a positive experience for customers.
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CPI Surprise Is Not Proof Of Stagflation
- The CPI print surprised to the upside with monthly 0.4% versus 0.3% expected and ~2.9% year-over-year.
- George treats this as notable but not definitive proof of accelerating stagflation without labor-market confirmation.
Labor Market Signals Impending Slowdown
- Recent labor data show deterioration across multiple reports: JOLTS, ADP, nonfarm payrolls, and initial claims are weakening.
- George argues the labor market is the best timing indicator for future economic direction, more so than interest rates.
Bond Market Contradicts Stagflation Narrative
- Long-term Treasury yields fell after the CPI print, with the 10-year near 4.02% and intraday moments below 4%.
- George reads falling long rates as the market signaling lower future growth and not stagflation.