Very well said from Quinn. Thanks for giving us all a panic yesterday Waller! A cool core inflation print and we are back on track. https://x.com/qthomp/status/2077010448759542022

Very well said from Quinn. Thanks for giving us all a panic yesterday Waller! A cool core inflation print and we are back on track. https://x.com/qthomp/status/2077010448759542022

Waller gave us all an unnecessary heart attack but aside from that my framework here still holds true in light of today’s inflation print. Core inflation was much weaker than most expected. I think the hysteria was a mirage from tariffs and weird shelter mechanics They almost shook me out of my