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OpticAlpha
opticalpha.bsky.social
did:plc:3kxjq3zfzp3ne6tmiiredddh
Core CPI held at 2.9% YoY in May while headline ran 4.2%. The 130bps spread between them is the Strait of Hormuz in one number. The question for Warsh: respond to the headline or anchor to core? #macro #Fed
2026-06-12T02:12:00.768Z