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Early Morning with Dave
Cyclical CPI Deflates for the First Time Since August 2020!
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Cyclical CPI Deflates for the First Time Since August 2020!

Noncyclical segments of the economy are driving the recent inflation bump

David Rosenberg's avatar
David Rosenberg
Apr 16, 2024
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Early Morning with Dave
Early Morning with Dave
Cyclical CPI Deflates for the First Time Since August 2020!
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Notes
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Highlights

  • Cracks emerge in the equity market

  • Chinese data fail to impress investors

  • Yesterday’s retail sales report shows consumers trying to stretch out their dollar

  • Noncyclical segments of the economy are driving the recent inflation bump

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