RESEARCH CONTENT CPI
Core, Burden and Choice inflation
Shelter inflation
Mom trend vs 10 yr averages
Basket still bifurcated between +3% inflation and deflation
Recent Economic Data Z Scores provide fuel for both Bulls AND Bears (above)
FED Dilemma
Inflation
Employment
Many market participants are aware of how the Fed has really acted in the past, and what drove those actions - these past traits are really important given today's markets and valuations.
Yields and Curves
2s10s yield curve correlations
The different price sentiment between the short and long end
The UK market and inflation markets are the stand outs, potentially offering interesting opportunities
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