Top Tweets for #inflationAccelerating
10 Year at 4.13%….
#InflationAccelerating
June Philly Fed Prices Paid Diffusion Index at 22.5 v 18.70 in May.
Prices Paid bottomed in March 2024 at 3.70 in this series…
#InflationAccelerating
#InflationAccelerating
Just ask Dr. Copper… Q.E.D.
May ISM Services Accelerates Higher to 53.8 from 49.4 in April. New Orders higher at 54.1 from 52.2 in April.
Prices Paid at 58.1.
#InflationAccelerating
May 2024 S&P Global PMI…
“New Business Returns to Growth.”
“Cost Inflation Reaches 13 Month High.”
#InflationAccelerating
April Core PCE +2.8% YoY…
Right on the screws… #InflationAccelerating
“Inflation Isn’t Over Yet.”
- Brian Moynihan CEO $BAC
Via Bernstein Conference
#InflationAccelerating
Now 5Y5Y Ripping Higher -> 2.65%
Biden administration mulling tripling Chinese steel tarriffs, citing 'over capacity' https://t.co/3b4nOiJ2HZ #kitconews
Nope… Looks like #InflationAccelerating
Freight rates are currently doubling every other month!
This does not look disfinflationary to me
More -> https://t.co/Pxoypld3kL
U Michigan 1 Year Inflation Exp:
May 2024: +3.3%
April 2024: +3.2%
March 2024: +2.9%
#InflationAccelerating
April BLS CPI 3.4% YoY…. Unch v Exp
This print is benign … all the other high frequency indicators including U Michigan, NY Fed, & PMIs all suggest otherwise. #InflationAccelerating
#WTI and #NatGas may have to take a breather up here (exhale) but these bull markets are far from dead
#inflationaccelerating
@wabuffo But when you do include food, fuel, and OER (which are major concerns for American households) the cost of living continues to rise at an accelerating pace. The consumer is not strong; they are increasingly stressed and their "excess" savings are depleted. #InflationAccelerating
LIVE Shot of US #InflationAccelerating getting priced back into the Bond Market before the Navel Gazing Stock in July
#Team42, ICYMI we published today's Macro Minute on our YouTube channel for all to access. Given what we saw from the Cleveland Fed on CPI we thought it was important to share. #InflationAccelerating
https://t.co/QOHJY0OuK1
CORN: remembering the time when I 1st hit the button buying Commodities and $CORN in 2020 on #inflationAccelerating...
The guys who run @TeucriumETFs emailed me with a wtf just happened. Volume in it was as dead as a doornail prior, lol
The same people (us) who called for #InflationAccelerating in June of 2020, called for Yield Curve #inversion in January of 2022
When we went Bullish on Commodities and #InflationAccelerating (in June of 2020) people on Twitter didn't love that view or position either!
@KeithMcCullough Fortunately you were better than the Fed on inflation. HARKER: FED "COLLECTIVELY UNDERESTIMATED" IMPACT FISCAL SPENDING WOULD HAVE ON INFLATION
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