Even Powell said we might witness a SUPPLY-driven inflationary shock. He straight-up acknowledged these are completely different from the demand-driven inflation of 2021-2022. Get over the inflation PTSD already. By the way… if you’re still that concerned about inflation, guess what’s one of the best antidotes? PRODUCTIVITY. And guess what… productivity is skyrocketing thanks to AI. We’re literally one comment away from forgetting this entire "rate scare" after today’s NFP print. Chill guys !
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