Looking forward to speaking at this year's Future Proof conference. Just a month away!

So you think Trumps IEEPA tariffs be struck down by the Supreme Court?

Notable that manufacturing wage growth has slowed pretty rapidly in recent months. Another indication that even tactical onshoring isn't happening much.

If the CPI, PPI, and retail sales prints come out favorable to the administration this week, will you believe they were politically influenced (either directly or indirectly)?

Comprehensive single family rent measures suggest stabilization in price growth or even some recent rise, suggesting that the disinflation in OER & Rent we've seen in CPI is likely to come to an end soon.

Used car prices have been a big negative on CPI for the last 3m. A notable difference from the broad trend of underlying used car prices going from a significant disinflationary pressure to a modestly inflationary one over the last year or so.

Airfares have been a big negative in CPI this year and yet carrier reported fares have kept rising, suggesting a possible inflationary impulse ahead. Work by Τάκης Χριστοδουλόπουλος , who is a critically underfollowed account. Can we get him up to at least 5k folks?