US: Distorted Data, Inflation Signs, Fed Sweepstakes | Metals Mine

  • US: Distorted Data, Inflation Signs, Fed Sweepstakes

    From srikonomics.substack.com

    Today’s SriKonomics focuses on two related developments that deserve more scrutiny than they have received so far. First, the initial set of official employment and inflation reports released last week were deeply flawed and should not be over-interpreted. Second, a growing number of individuals positioning themselves as potential candidates for the Federal Reserve Chairmanship have made public statements signaling a willingness to lower policy interest rates aggressively—rather than waiting for clearer, more reliable economic information. This stance aligns closely with President Trump’s repeated assertions ... (full story)

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Trader#989D
Dec 21, 2025 3:56am
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Good article, but in macroeconomics, the Fed considers multiple data sources (PCE, labor market indicators, wage growth, surveys, and financial conditions). Distorted CPI figures alone would typically not determine the overall course of monetary policy.
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Fractality
Dec 21, 2025 5:29pm
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Quoting Trader#989D
Good article, but in macroeconomics, the Fed considers multiple data sources (PCE, labor market indicators, wage growth, surveys, and financial conditions). Distorted CPI figures alone would typically not determine the overall course of monetary policy.

Totally agree. And unemployment + PCE become more relevant than CPI.
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Mohamedgk
Dec 20, 2025 8:02pm
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Gold will reach $6,000 next month
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Trader#88A9
Dec 20, 2025 9:09pm
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Exactly … completely agree w this article
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