HSBC's Kettner: The danger is “we're all getting sort of lulled into, ‘Oh yeah, everything's fine…inflation is going to slow itself. One of the concerns that we have is that headline US inflation on our measure is going to reaccelerate” https://t.co/KV5rI02Ruh
— Lisa Abramowicz (@lisaabramowicz1) July 26, 2023
#Gasoline, #Jet #Fuel, #Oil are all going higher thanks to easing financial conditions, and with that, the great #disinflation trend is likely to end. pic.twitter.com/GqCqwMi2fb
— Michael J. Kramer (@MichaelMOTTCM) July 26, 2023
A Fed pivot has historically led to significant dollar weakness pic.twitter.com/bORoj5fEkb
— Bravos Research (@bravosresearch) July 26, 2023
US Core CPI is still at 4.8%, significantly above the Fed's 2% target
The Fed will keep rates high until inflation cools down pic.twitter.com/iScHjYCk32
— Bravos Research (@bravosresearch) July 26, 2023