VIDEO: Macro Minute: March "hot" CPI spoiled by auto insurance. 35% of CPI basket < 3% inflation, highest since 2021.  Each CPI selloff has been bought.  This one should be too

The video in this report is only accessible to members

VIDEO: The March CPI report had far better internals than headlines suggest.  The hot number is entirely due to auto insurance and vehicle leasing, and the % of components with <3% inflation is highest since 2021 = good.

Please click below to view our Macro Minute (duration: 05:25).

The video in this report is only accessible to members
The video in this report is only accessible to members
The video in this report is only accessible to members

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