Parker Ross
@Econ_Parker
Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 馃Μ馃嚭馃嚫馃嚠馃嚤
Why are 10y yields down ~10bps this morning after an "in-line" December CPI report? Under the hood, monthly Supercore inflation (+0.21% m/m) was the softest since July, with 12bps of that gain coming from airfares alone. A brief 馃У

With rising tariffs and slowing wage growth, can household spending hold up? Read what the data says in this week鈥檚 HaMMR Digest, from @Econ_Parker and Leonidas Mourelatos. bit.ly/44wFCy1
Tariff pressures are heating up, but how hot will it get? 馃敟 Find out in "Just Warming Up," the new HaMMR Digest from @Econ_Parker and Leonidas Mourelatos. bit.ly/45c5EqB