Otavio (Tavi) Costa(@TaviCosta):Today’s ISM report was yet another very stagflationary report. Prices paid spiked to 3-year highs, while employment fell to 2-year lows. How will policymakers respond if this persists? They will ease into weakness and look through inflation. https://t.co/jC5yXTTjzf

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

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Otavio (Tavi) Costa@TaviCosta

2026.05.06 00:56

Today’s ISM report was yet another very stagflationary report. Prices paid spiked to 3-year highs, while employment fell to 2-year lows. How will policymakers respond if this persists? They will ease into weakness and look through inflation.