欢迎来到用爱发电之2月份CPI数据(记得一键三连🩷):
广义环比/同比:0.4% VS 预期0.4% / 3.2% VS 预期3.1
核心环比/同比:0.4% VS 预期0.3% / 3.8% VS 预期3.7%
广义和核心同比都超预期,美债价格下跌,美股好像没有那么敏感
以下均为季度调整环比数据: 食品:0,无增速
欢迎来到用爱发电之3月份CPI数据(记得一键三连🩷): 广义环比/同比:0.4% VS 预期0.3% / 3.5% VS 预期3.4 核心环比/同比:0.4% VS 预期0.3% / 3.8% VS 预期3.8% 广义和核心同比都超预期,美债价格下跌,美股低开
以下均为季度调整环比数据:
食品:0.1,低增速
能源:1.1
So the BLS prelim benchmark revision is -818k (in line with our 800k forecast). But the 1Q QCEW county data implies a bigger revision of -958k.
To put this in context, the typical revision is 0.1% of payrolls…the past year was 0.5%, 5x as large.
🚨Unusual insider trade alert
The Walton family just sold $4.5 billion worth of Walmart $WMT
Each sibling (Jim, Alice, and Rob) sold $1.5 billion, the trades were reported after market close Friday - most likely to avoid media coverage
What don't they want us to know?
Looks like Saudi Arabia just signed the death warrant of the Biden administration's efforts to normalize their relations with Israel (which many say was a key cause behind Oct 7):
"[We've] communicated [our] firm position to the US administration that there will be no diplomatic