Media always report the monthly figure and the annual figure, but the roll-off is key to perception of the markets. Right now, the headline is 2.9% CPI y/y and many think it’s too high to start cutting. But when .5 and .4 roll off, likely replaced by ~.2 monthly figures, suddenly the annual figure drops to ~2.4%.
80% SPY, 10% IWM, 10% NVDA, no cash
hahyeahsure on
RemindMe! 1.5 Months
GeraltofRivia7770 on
Puts it is.
Henny_Bogan on
Bullish for what? Not rev growth or profits
Foxtrott476 on
Can someone ELI5 what this means?
B0BsLawBlog on
Inflation is now just rent inflation.
If shelter somehow came in at 0.0 the next 2 months (it won’t) we could be at 2% in 2 months.
2kto20000k on
lmfao
Shadowthron8 on
Don’t worry guys the fed is definitely cutting this time. I know we’ve said that literally every single time for the last 2 years but trust me, this time.
Longjumping-Week8761 on
I tanked my account and I can’t believe it… I’m gonna sit on the sidelines until shit is safe again…
Should’ve stuck w my strategy… Didn’t know how volatile summers get .. lesson learned… DEF NOT QUITTING BC I LIKE THIS SHIT (ROOKIE SEASON)
unwanted_hair on
People still think the fed cutting rates is bullish. That’s cute.
Syab_of_Caltrops on
September dot plot will be fire bruh 
ForsakenRacism on
Pretty sure everyone is gonna sell the news or rare cuts. We can’t win whatever we do
15 Comments
Why is the market red then? Btw I eat crayons
Sell on news, shelter number sucked, jobless and retail number tomorrow. Watch for leg down.
2.9 is still above 2.0 target
I’ve gotten a lot of mileage out of this chart, source:
[https://data.bls.gov/timeseries/CUSR0000SA0&output_view=pct_1mth](https://data.bls.gov/timeseries/CUSR0000SA0&output_view=pct_1mth)
Media always report the monthly figure and the annual figure, but the roll-off is key to perception of the markets. Right now, the headline is 2.9% CPI y/y and many think it’s too high to start cutting. But when .5 and .4 roll off, likely replaced by ~.2 monthly figures, suddenly the annual figure drops to ~2.4%.
80% SPY, 10% IWM, 10% NVDA, no cash
RemindMe! 1.5 Months
Puts it is.
Bullish for what? Not rev growth or profits
Can someone ELI5 what this means?
Inflation is now just rent inflation.
If shelter somehow came in at 0.0 the next 2 months (it won’t) we could be at 2% in 2 months.
lmfao
Don’t worry guys the fed is definitely cutting this time. I know we’ve said that literally every single time for the last 2 years but trust me, this time.
I tanked my account and I can’t believe it… I’m gonna sit on the sidelines until shit is safe again…
Should’ve stuck w my strategy… Didn’t know how volatile summers get .. lesson learned… DEF NOT QUITTING BC I LIKE THIS SHIT (ROOKIE SEASON)
People still think the fed cutting rates is bullish. That’s cute.
September dot plot will be fire bruh 
Pretty sure everyone is gonna sell the news or rare cuts. We can’t win whatever we do