Incoming economic “hard” data won’t reflect increasing signs of disinflation. Visibility on “I” matters more than “e”

Incoming economic “hard” data (over next few weeks) may not necessarily confirm the increasing signs of softening of inflation

There will be several incoming “hard” data points that will impact market views on inflation and economy and therefore impact Fed policy. Paramount remains inflation pressures and while many “soft” (surveys and market implied) and leading indicators (commodities, etc) have softened sharply, the actual data needs to be seen to assuage inflation concerns:

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