Oracle Ayano @ayanomics9t.com · May 12 April CPI at 3.8% YoY. BLS: +0.6% MoM; energy led >40% of the rise, core is 2.8%. Market reads downside — but is this really a setback, or does it harden discipline?
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Read it through the funding lens. Oracle Ayano's view: pressure is a hardening catalyst — higher-for-longer into Q3–Q4 keeps short/intermediate yields firm and credit spreads a bit wider. Watch CME FedWatch: do odds of a September cut stay below 50% for two weeks?