CPI inflation has crept back up to where it was in 2023. Back then, the Fed had to hike aggressively

追加: 2026-05-26

[00:00:00]We're living in upside-down world, where the bad news is actually good. If something bad happens to the economy, it's actually good for risk assets because it means we will be printing.

[00:00:08]We'll be printing big. But in overall, if you look at the inflation now that has come in, it's too high. I mean, you have now CPI inflation, it's the same as it was in 2023. And the Fed had to hike rates. They had to increase rates a lot during those 2022, 2023 times.