...Tavi is an inflationista (if there is such a word), we better hope he's wrong.
...there is some prospect that the Fed, being data dependent, may not pivot/cut this year. And the markets could be in for a big wake up call then.
Agricultural commodities are now up 21% annually.
That has a 3-month lead on CPI. A second wave of inflation is emerging.
https://x.com/TaviCosta/status/1773114398262882410?s=20
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