U of Mich

1 year inflation perked up again 3.1 vs expectation of 2.8 last month 3 longer term inflation tame.Sentiment taking aturn for the worse….

What isn’t taking a turn for the worse is lumber take a look ad the curve below much more demand then supply ,backwrdation and then some

US employment Ratio of Prime age workers to Population Capital economics flagging this chart as the one to watch to determine if and when US workforce back to something called normal

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