Frederik Ducrozet says a one-off wireless telecom CPI adjustment, linked to AT&T, may have kept the Fed from pausing rates. He estimates it added 12 bps to core CPI, showing a narrow factor may have influenced policy.
published
Frederik Ducrozet says a one-off wireless telecom CPI adjustment, linked to AT&T, may have kept the Fed from pausing rates. He estimates it added 12 bps to core CPI, showing a narrow factor may have influenced policy.
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I sold the $META $655 Puts 9/25 for $7.60
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