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Formerly Twitter
Liz Ann Sonders
LizAnnSonders
Thru 1Q2024, year/year change in CPI was still outpacing year/year change in unit labor costs pic.twitter.com/BWT8fE3Vfb
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Liz Ann Sonders
LizAnnSonders
Worth keeping an eye on moves in core CPI goods inflation (orange) given recent uptick in ISM Manufacturing prices paid (blue) ... though supply constraints in 2020-2021 are not prevalent today pic.twitter.com/Xn8ZLjsWiy
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Ryan Detrick, CMT
RyanDetrick
I know everyone thinks inflation will soar from here, but maybe not. Four charts that caught my attention recently. Thanks @SamRo @Claudia_Sahm and @RenMacLLC for sharing. pic.twitter.com/RoY0Jeomeu
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Mohamed A. El-Erian
elerianm
As a follow-up to yesterday's #FederalReserve press conference, here are some thoughts on why Chair Powell's surprisingly dovish tone and context may end up being appropriate...though not for the reasons he put forward. www.ft.com/content/aa8c68f7-9dad-465f-ab92-c64c38337a84 #economy @FT #markets #inflation
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