CPI Shocks The Market, Everything You Need To Know

[@stevenmix3723]

"The phase shift from the supply shock." That's a fancy schmancy way of saying that the abrupt currency debasement finally caught people up to settling for paying higher prices for things to which they had become accustomed to having, after their stonks went up.

[@miken7629]

As a retiree my main expenses are rent insurance energy & food, they keep rising higher than CP-Lie indicates

[@nbodley1980]

I stopped at a gas station today to grab a water and couldn’t believe the prices . 2 20 oz for $8 ON SALE. You can’t tell me inflation isn’t on the rise

[@standingmannequin7911]

Everything is fine, surrounded by fire. Trust the statistics. They would never lie to us.

[@DrRussPhd]

"I alone can fix it" . . LOLOLOL

[@joshjosh575]

I had fun last night. It was nice meeting you and your wife’s boyfriend to discuss the market. Please keep us updated on the market, and please tell Tyrone I said hi, and please stop eating all the cream pies. Congrats again on the channel.

[@gmil2573]

We appreciate your work Jeff!

[@FritztheCat74-k8e]

Prices can go down. Its called deflation. The Fed hates it when that happens.

[@solarion9802]

Deflation is a contraction of the currency supply. Price deflation is commonly referred to as a...sale.

[@leebeidelman]

I would like to know what Mr. Barkin is smoking. 😂 The average rate for a 30-year mortgage is now 7.09 percent. The house that I bought for $100k in 2004 is now worth between $290k to $350k. Fed policy is still loose, not tight. Until the bubbles pop like they did in 2008, price inflation will continue and interest rates will go higher. 😢

[@FrekiBodgaedir]

You meant interest rates won't go higher? Loose money = low interest.

[@jeffsurfanderson]

As far as shelter the price of rent whoever is doing these surveys are complete morons. They need to go into these rental areas and look up people who have just signed contracts not ones who have already been in a contract how hard is that give me a break

[@MarkShinnick]

Thanks for your postings Jeff.

[@themiddle8979]

What about Derivatives?How many are out there and how many are FTD? Silent listings in Texas and Florida alone are up thousands. And THATS 2 states. How many shares per year since 2016 were added via Derivatives. What are the other states silent listings? If it’s as many as I think then if just a tiny fraction of those become foreclosure then that represents a 47% year increase. What if it’s more than a fraction?

[@akzoc]

Bond yields were almost high enough to interest me again for 5-7 year duration. Until today. Maybe I won’t buy more bonds in response to this weird increase in yields. Thx for data showing downtrend in inflation. It does appear convincing. I had bet on lower interest rates increasing prices on bonds, preferreds, etc. The increase in interest rates surprised me. Maybe yields will decrease from here. I guess I’m ok whether yields decrease, as I had been expecting, or increase a little more. I’d be less comfortable if bond yields increased substantially.

[@Luckylady-fw5iv]

Thanks x

[@stevenblack122]

You make new equilibrium sound good…BUT .Prices still keep go up in this setting, right?

[@biomerl]

If prices don't go up the econ is truly fucked

[@gabrielw7773]

It's easy and why it doesn't make sense is because the fed prints money to buy bonds whenever they want. They needed to get the market to wake up and there you go. Print money, dollar looses value, and they buy bonds to get bond yields to go down.

[@Joe-ef2nr]

Will wages and pensions and incomes be "dis-inflationary" as well? as in "tending toward zero"?!? shrinking into nothingness? Or will wages and pensions become obsolete?

[@lockitech5263]

No it didn’t shock the market. The market went up as usual. This doom and gloom is not helping at all.

[@fredfarkle-bp9en]

What the Hell is going on bro ? Calm down , we all have to die someday

[@leebeidelman]

My $20 haircut is now $30! Disinflation is a hoax! 😂 The bubbles are bigger than 2008! 😢

[@davidnikoloff3211]

$25 here from $17. Eggs at least double from a couple years ago. Beef is $20 plus for a Chuck roast that used to feed my family for $8 a couple years ago. Hamburger is $6.50 lb for the 80percent lean. Gas bounces around $3.20, but natural gas is up 15 percent over last year here. It’s $400 plus to heat my home, 3 times what I pay for gas for my car in a month. That’s compared to $350 last year.

[@leebeidelman]

@@davidnikoloff3211 It’s really out of control now. Jeff doesn’t even know how much a haircut costs now! 🤣

[@anthonyferris8912]

So you don't agree with SVM that rates will go back to the zero bound. Just wish you would confront him on that when he's next on your channel.

It’s not fed rate changes it’s their balance sheet. They QE and we get poorer. It’s a money grab.

[@JosephMcMackin]

My wife and I went to a major bank to turn over our CD yesterday. The branch was not being heated!!!! The bankers were stressed! So that’s how they pumped up earrings this last quarter. The Scrooge effect!!!! Then we went to a local bank and it was nice and warm!!!! The bankers there were completely relaxed!!!!

[@JosephMcMackin]

And the interest rate at the local bank was better!!!

[@JosephMcMackin]

Oh and the interest rate at the local bank was much better.

[@jmanakajosh9354]

​@@JosephMcMackin Damn. But is the local bank FDIC insured?

[@JosephMcMackin]

@@jmanakajosh9354 yes

[@rogerme247]

Excluding LA real estate which will be crazy next 3-5 years, other market home prices and rents down, autos slow, modest Christmas, consumers still tapped out, oil fluctuating on low end of range. Trump expectations are to remove government regulatoty burden, a hidden tax. Think inflation won’t be gone, but on lower end of curve.

[@sirnoodles78]

We are always losing purchasing power. It’s never over, it’s just slower

[@jackwalsh1468]

Jeff, will provide all the data that is fit to hear. Take it away Jeff. Que the Chicken 🐔 🐔

[@FritztheCat74-k8e]

Like disinflation s a good thing.

[@Toaster-v1z]

Yes it is.

[@DavidG-qe7yn]

Thanks Jeff 😎

[@tonynguyen8248]

I’m making $2000 today sir

[@negativetime]

Joe Biden finished on a good note. No more inflation , no war in Israel and low unemployment. Stocks are booming. Hopefully Trump can keep it going.

[@nicholasthill7151]

I pray Trump doesn't keep cooking the Biden books.

[@Qingeaton]

That's pretty funny. For a minute, I thought you were serious. lol

[@PonziZombieKiller]

Totally bogus data...

[@KL-ii1xt]

yeah freaked right up to the moon ..all these doom channels followers losing massive money since 2020

[@davidnikoloff3211]

Quit the focus on gasoline. I pay much more every month for natural gas. $400 compared to $150. Haircuts are $25 up from $17. Disinflation is BS. Prices are rising more slowly, but price levels are still well over just two years ago. I will call it disinflation when prices are lower, not just growing slower.

[@goateecusbilly1823]

Prices rising more slowly is literally what disinflation means

[@jmanakajosh9354]

How is BOIL so low but American pay so much for heating? Something seems off

[@themiddle8979]

So basically Wall Street is ok with almost everything doubling in grocery stores in Wisconsin and an energy crisis was declared last week here.

[@Toaster-v1z]

What stores are you shopping at? Stuff in my grocery stores hasn't doubled.

[@FritztheCat74-k8e]

23% lower standard of living is ok? Who paid you to say that, Jeff?

[@fredfarkle-bp9en]

Answer Hunter Biden

[@jeffsurfanderson]

I just wish Americans would wake up and do their own research and really dig into their finances and see how much prices are going up and do not depend on the government reporting the correct amount of inflation

[@Qingeaton]

It's pretty easy to experience it first hand. $5 for a dozen eggs last week.

[@RobertSutton-n2q]

YOU always talk about rates. Give a freaking example!! What will the price of TLT be at by the end of 2025

[@alfredomarchione6017]

Tooo much fear in the market…no other reason.