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.
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.
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.
Thanks for the color.