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Inflation • 2 min read Why Cooler Inflation Isn't Lifting Markets February's inflation data provided conflicting stories. Both the CPI and PPI came in cooler than expected, but neither…
PPI • 3 min read Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
CPI • 3 min read Fed Rate Cuts On Ice As Inflation Heats Up Today's hotter-than-expected January CPI inflation did some damage to bonds, raising long-term Treasury yields roughly 10bps. Headline and…
