I have written continuously over the last year or so about critical yields for the 10 and 2-year Treasuries such that if they were breached, the probability of them going higher would be quite elevated.
Last week the CPI report was released. One can see that shelter is now by far the biggest component of inflation. Non-Housing Services are growing at a moderate rate while Core Goods prices are declining.
This chart shows how CPI excluding shelter has been moderating quite significantly,
One of the things I’m constantly reminded of from playing tennis is the power of consistency. If you can play each facet of the game reasonably well, you don’t have any glaring weaknesses, and you have the anticipatory skills and speed to have effective court coverage,
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