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RP's avatar

Heard Jaguar Analytics discuss modifications to how Shelter will be calculated going forward and can lead to lower inflation numbers, just based on the calculation methodology change. does something like that make sense to you, are such changes accounted in your model? Thank you for putting out free research, truely value this.

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Negitrage's avatar

Think market probably ignores the "beat" if it can be attributed solely to energy FWIW- core cpi is what Fed and market will focus on

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