Jeremy Schwartz
@JeremyDSchwartz
Global Chief Investment Officer @WisdomTreeFunds.
Host of Behind the Markets Podcast
3.2K Following 22K Followers
Good discussion of the bond market here from Jim below.
Bianco advisors also posted an update to the their Total Return index this week to add some duration 👀
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Our alternative CPI update:
BLS Shelter running 3.2% over last 12 months, but more real time housing and shelter indicators only 0.5% last 12m-- still quite a large gap.
Using just this more real time update to CPI figures, we show official BLS CPI drops from 3.4% to 2.5% with real time shelter.
Real time Core CPI in a sweet spot--well below the Fed's 2% target at just 1.5% vs 2.5% official numbers.
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