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Estou tentando conciliar a postura anterior do Fed de inflação 'transitória' com os números recentes do IPC. Parece que estamos constantemente ouvindo sobre inflação pegajosa, mas também argumentos de por que ela vai diminuir. O que estou perdendo ao conectar esses pontos ao analisar os relatórios do $CPI e a reação do mercado?
Yeah, it's a tough one. I think a lot of the 'transitory' talk was based on specific supply chain issues they thought would resolve quickly, but other factors like wage growth and energy prices have proven more stubborn. It's almost like there are different types of inflation at play.
It's not just you. The 'transitory' narrative didn't age well, and now the arguments for softening inflation often hinge on lagging indicators or wishful thinking about supply chain normalization. The market seems to be pricing in continued stickiness, despite the Fed's commentary.
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