This morning’s ECI and housing price inflation figures confirm what I have suspected and feared. Inflation is not securely trending to target levels. Note that the ECI has accelerated from previous quarterly, semi-annual and annual levels. I suspect it has been understating…

This morning’s ECI and housing price inflation figures confirm what I have suspected and feared. Inflation is not securely trending to target levels.

Note that the ECI has accelerated from previous quarterly, semi-annual and annual levels. I suspect it has been understating labor cost inflation of late because of reduced work requirements associated with WFH.

The home price inflation figures are also cause for concern that shelter inflation is not durably declining. With higher interest rates and higher unit prices, rents will at some point reaccelerate.

Note, that as many have pointed out, bottlenecks have been easing over the last year or so reducing inflation momentum. This will not be forever and given geopolitics may reverse.

Financial conditions are now loose by historical standards.

All reasons why the @FederalReserve is in a treacherous environment, should have been more careful about easing signals and now should be very cautious about possible rate cutting.

1周内 1个月内 1年内全部时间

This is what a patch looks like.
时政
( twitter.com)

1年前 • DownloadMoreRAM.com • -- 点击 0 评论

Only a dumb ass could dismiss this...🐴🐍
📸 L. Zampi
时政
( twitter.com)

1年前 • RN Vooght 𓁀𓀳 𓁢 𓂀 • -- 点击 0 评论

Today at University of Toronto, a pro Hamas supporter tells a Canadian Hindu to go back to India. This is racism against Canadian Hindus.
时政
( twitter.com)

1年前 • [email protected] • -- 点击 • 下载视频 0 评论

00:00:32

This is a photo of the Sphinx in the late 1800s. It was taken from a hot air balloon and it was still covered by sand.
© Vintage Photos
#drthehistories
时政
( twitter.com)

1年前 • Dr. M.F. Khan • -- 点击 0 评论

An orangutan strolls through remains of a former rainforest.
This one of the most depressing photos I’ve ever seen.
时政
( twitter.com)

1年前 • Nature is Amazing ☘️ • -- 点击 0 评论

WATCH: Among those arrested today were Noelle McAfee, Chair of the Philosophy Department at Emory University.
I’ve asked for a comment from Emory on this arrest, no word yet.
This video provided to us by an #Emory PHD student. You can hear him in this video.
时政
( twitter.com)

1年前 • Patrick Quinn • -- 点击 • 下载视频 0 评论

00:00:19

The way Ukrainian defenders treat animals is a testament to their character and humanity. This humanity is the very reason why Ukraine will win. And we, the civilized world, need to do everything to make this happen.
时政
( twitter.com)

1年前 • Roman Sheremeta 🇺🇦 • -- 点击 0 评论

“Asylum seekers” in Belgium attack a Flemish boy and beat him without any mercy. Is this Europe you want for your children?
时政
( twitter.com)

1年前 • RadioGenoa • -- 点击 • 下载视频 0 评论

00:00:10

(Violent scene, viewer discretion is recommended) Chinese companies invested in some African countries, this is how a Chinese boss treated his African employees like slaves. Workers should NEVER be treated like this regardless what they did. Source: Sino Research Telegram channel
时政
( twitter.com)

1年前 • Bin Xie (解滨） • -- 点击 • 下载视频 0 评论

00:00:26

My solidarity with the people in Georgia who are peacefully protesting against the actions of the pro-Russian government. This time, the government decided to adopt a copy of the Russian law on foreign agents. In Russia, this law destroyed all human rights organizations.
时政
( twitter.com)

1年前 • Oleksandra Matviichuk • -- 点击 0 评论

This night, 34 Russian missiles targeted Ukraine. We managed to intercept a portion of them. However, the world has all of the resources to assist us in intercepting every missile and drone fired by Russian terrorists. This is completely doable. All that is required is for the…
时政
( twitter.com)

1年前 • Volodymyr Zelenskyy / Володимир Зеленський • -- 点击 • 下载视频 0 评论

00:01:29

204 Days in Captivity: The terrorist organization Hamas has published dramatic footage of two hostages, 64-year-old Seigel and 47-year-old Miran. This proves without a doubt that Hamas is a cowardly terrorist organization that has been holding elderly and emaciated hostages…
时政
( twitter.com)

1年前 • Henshi • -- 点击 • 下载视频 0 评论

00:03:26

My friend is on the frontline of the protests in Georgia.
This is the frontline of the democratic world and a cause in need of much more attention.
时政
( twitter.com)

1年前 • Robert Potter • -- 点击 0 评论

The sister of one of the hostages holds this chilling sign at a protest in Tel Aviv.
The hostages have been in the hell of Gaza for 200 days.
时政
( twitter.com)

1年前 • Aviva Klompas • -- 点击 0 评论

"This is no off-the-shelf GPS chip...It's a guidance system from the Chinese military" - An Iranian Arash-2 kamikaze drone, which was recovered from the Negev desert following Tehran's attack on Israel, was found to contain a Chinese guidance system. And the same sophisticated…
时政
( twitter.com)

1年前 • Tuvia Gering 陶文亚 • -- 点击 0 评论

The bombing didn’t end up derailing engagement. “China will not deviate from the policy of developing the economy…bc this incident,” Jiang Zemin said a week after the bombing. Later that year, the Clinton admin cut a deal that paved way for China to join WTO. #SuperpowerShowdown
时政
( twitter.com)

1年前 • Lingling Wei 魏玲灵 • -- 点击 0 评论

This DM from a neighbour of Minister Varani - I am protecting his anonymity & he told me a little too specifically where he lives - I have blacked it out.
I asked if I could call and we did speak for 15 minutes. He’s legit and
quite scared. These are OUR friends
& neighbours.
时政
( twitter.com)

1年前 • Greg Brady • -- 点击 0 评论

JUST IN
Israel Defense Minister Gallant:
“We are monitoring indications that Hxmas does not agree to the deal, and this means that we will soon launch a military operation in Rafah and other locations.”
时政
( twitter.com)

1年前 • Open Source Intel • -- 点击 0 评论

Here’s Donald Trump defending his ‘Grab them by the P*ssy’ comments in a taped deposition at his rape trial: “Well, historically, that’s true with stars...unforetnutly and fortunately.”
How can evangelicals support this man?
时政
( twitter.com)

1年前 • Republicans against Trump • -- 点击 • 下载视频 0 评论

00:00:38

This is what the surface of an asteroid looks like 🛰️ The Japanese automatic space station managed to land on the surface of the Ryugu asteroid in July 2019 and transmit a photo to Earth.
有趣
( twitter.com)

1年前 • Curiosity • -- 点击 0 评论

I would like to thank everyone for your care and support, be it writing letters, showing support on X, or in any other form. They all mean a lot to me and keep me strong. I will do my time, conclude this phase and focus on the next chapter of my life (education).
I will remain a
时政
( twitter.com)

1年前 • CZ 🔶 BNB • -- 点击 0 评论

The terrorist Hezbollah flag has been raised in American universities. Hezbollah terrorists have killed thousands of Syrians and displaced entire cities, some foolish students support this terrorist organization similar to ISIS.
Hezbollah is designated as a terrorist…
时政
( twitter.com)

1年前 • Nedal Al-Amari • -- 点击 0 评论

This week we mark the 60th birthday of #GuiMinhai while he is still illegally detained and imprisoned by the Chinese Communist Party after he was kidnapped in Thailand in a brazen act of transnational repression in 2015.
时政
( twitter.com)

1年前 • Samuel Chu 朱牧民 • -- 点击 0 评论

{This is a postcard from 1915 of the mausoleum of Ramesu Vi before the Europeans started their widespread project of lightening the color of the Kemetyu divinities.}
Africans wrote thousands of years ago and long before the bible, instructions for us today.
时政
( twitter.com)

1年前 • Ancient Kemite • -- 点击 0 评论

时政

This is what a patch looks like. 时政 ( twitter.com)

时政

Only a dumb ass could dismiss this...🐴🐍 📸 L. Zampi 时政 ( twitter.com)

时政

Today at University of Toronto, a pro Hamas supporter tells a Canadian Hindu to go back to India. This is racism against Canadian Hindus. 时政 ( twitter.com)

时政

This is a photo of the Sphinx in the late 1800s. It was taken from a hot air balloon and it was still covered by sand. © Vintage Photos #drthehistories 时政 ( twitter.com)

时政

An orangutan strolls through remains of a former rainforest. This one of the most depressing photos I’ve ever seen. 时政 ( twitter.com)

时政

WATCH: Among those arrested today were Noelle McAfee, Chair of the Philosophy Department at Emory University. I’ve asked for a comment from Emory on this arrest, no word yet. This video provided to us by an #Emory PHD student. You can hear him in this video. 时政 ( twitter.com)

时政

The way Ukrainian defenders treat animals is a testament to their character and humanity. This humanity is the very reason why Ukraine will win. And we, the civilized world, need to do everything to make this happen. 时政 ( twitter.com)

时政

“Asylum seekers” in Belgium attack a Flemish boy and beat him without any mercy. Is this Europe you want for your children? 时政 ( twitter.com)

时政

时政

My solidarity with the people in Georgia who are peacefully protesting against the actions of the pro-Russian government. This time, the government decided to adopt a copy of the Russian law on foreign agents. In Russia, this law destroyed all human rights organizations. 时政 ( twitter.com)

时政

时政

时政

My friend is on the frontline of the protests in Georgia. This is the frontline of the democratic world and a cause in need of much more attention. 时政 ( twitter.com)

时政

The sister of one of the hostages holds this chilling sign at a protest in Tel Aviv. The hostages have been in the hell of Gaza for 200 days. 时政 ( twitter.com)

时政

时政

时政

时政

JUST IN Israel Defense Minister Gallant: “We are monitoring indications that Hxmas does not agree to the deal, and this means that we will soon launch a military operation in Rafah and other locations.” 时政 ( twitter.com)

时政

Here’s Donald Trump defending his ‘Grab them by the P*ssy’ comments in a taped deposition at his rape trial: “Well, historically, that’s true with stars...unforetnutly and fortunately.” How can evangelicals support this man? 时政 ( twitter.com)

时政

This is what the surface of an asteroid looks like 🛰️ The Japanese automatic space station managed to land on the surface of the Ryugu asteroid in July 2019 and transmit a photo to Earth. 有趣 ( twitter.com)

有趣

时政

The terrorist Hezbollah flag has been raised in American universities. Hezbollah terrorists have killed thousands of Syrians and displaced entire cities, some foolish students support this terrorist organization similar to ISIS. Hezbollah is designated as a terrorist… 时政 ( twitter.com)

时政

This week we mark the 60th birthday of #GuiMinhai while he is still illegally detained and imprisoned by the Chinese Communist Party after he was kidnapped in Thailand in a brazen act of transnational repression in 2015. 时政 ( twitter.com)

时政

{This is a postcard from 1915 of the mausoleum of Ramesu Vi before the Europeans started their widespread project of lightening the color of the Kemetyu divinities.} Africans wrote thousands of years ago and long before the bible, instructions for us today. 时政 ( twitter.com)

时政

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