Premature Pivot

On this episode of The Rate Guy, we dive into the latest economic data releases and what they reveal about the current state of inflation and monetary policy. We'll break down the recent CPI and PPI figures, discuss what move Powell may regret, what the Fed might do from here, and analyze the potential impact. For those that want to check out more about SF Fed official Adam Shapiro's graph illustrating demand vs supply components of inflation...Click Here! To view the graphs referenced, check out the latest Pensford Newsletter.