Discussion about this post

User's avatar
Hal Hickey's avatar

I'm sad your Twitter is gone too, but I could never follow as I would never keep up with my timeline. Your substack is a great substitute for me!

Expand full comment
The Rational Walk's avatar

Regarding inflation, I have noticed that some articles in the WSJ have recently cited the PCE rather than the CPI. The PCE is running about two percentage points lower and is the Fed’s “preferred” measure of inflation. Also, there is an article preparing us for a horrid CPI number tomorrow blaming the situation on housing costs finally impacting the number, even though it has been exploding for well over a year.

Expand full comment
13 more comments...

No posts