Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15)

Show Notes:
Wall Street Breakfast: Trust The Data
January CPI Comes In Hot
US2Y and US10Y jump to 2024 highs after stronger CPI print

Episode transcripts

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