Brilliant breakdown, Alf. The “null komma null” framework is both sharp and timely — especially in highlighting the lagged CPI dynamics and the asymmetric risks building around USD exposure. The real-time shelter inflation vs. official CPI divergence is a chart more investors should be watching closely.
this was a good one.
I have to join Tony, that one made me rewinding multiple times to catch every single thought.
That was extremely valuable information.
Thank you Alf.
Brilliant breakdown, Alf. The “null komma null” framework is both sharp and timely — especially in highlighting the lagged CPI dynamics and the asymmetric risks building around USD exposure. The real-time shelter inflation vs. official CPI divergence is a chart more investors should be watching closely.
Thanks for the color.