Don’t forget to to cast your vote 👇 In most buildings, there are two systems that keep things comfortable. A thermostat.And a fire alarm. One adjusts temperature gradually. The other screams when something’s wrong. For weeks, markets were watching the thermostat — expecting the Fed to dial rates down as labor softened. AND the data reminded everyone the thermostat might not be going down at all. Then, last week, they remembered the fire alarm exists too. Here’s the story ⇩ The Thermostat Was Working The narrative coming into February was simple: → The labor market would soften.→ Inflation...

Don’t forget to check your knowledge 👇 Let’s start with a simple question. What’s the one number that can change the direction of trillions of dollars in under five minutes? It’s not earnings.It’s not GDP.It’s not even jobs. It’s inflation. Because inflation decides what the Fed does.And what the Fed does decides what everything else does. This morning’s CPI report wasn’t dramatic. On paper, that looks ordinary. But context matters. The Setup January has developed a reputation. Over the last few years, it’s been the month where companies quietly reset price lists, and inflation re-accelerates...

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