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11th Feb 2024 21:22US, Daily Monitor

  • Decent January core CPI is likely, but wild cards will make the difference between 0.2% and 0.3%.
  • Whatever happened last month, all the signs we follow point to a sustained drop in inflation ahead.
  • NFIB members like a rising stock market, but the details of the January survey will be weaker.

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Keywords for: 13 February 2024 US Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence