Thomas Sy(@ThomasGSy):Here is a relatable inflation indicator - the Bacon Egg & Cheese w/Coffee Index. You don’t need a CPI report to feel inflation, just make breakfast. Markets largely looked through the inflation print, with Treasury yields little changed following the release. Attention now turns to next week’s FOMC meeting where policymakers will weigh the highest inflation print in three years against a resilient labor market. In the coming months, we remain focused on second-order inflation effects, specifically whether higher energy prices will feed into transportation and other energy-intensive categories, ultimately pushing core inflation higher.

2026.06.10 15:48

Here is a relatable inflation indicator - the Bacon Egg & Cheese w/Coffee Index. You don’t need a CPI report to feel inflation, just make breakfast. Markets largely looked through the inflation print, with Treasury yields little changed following the release. Attention now turns to next week’s FOMC meeting where policymakers will weigh the highest inflation print in three years against a resilient labor market. In the coming months, we remain focused on second-order inflation effects, specifically whether higher energy prices will feed into transportation and other energy-intensive categories, ultimately pushing core inflation higher.

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