đš INFLATION IS ALREADY GONE â BUT NO ONE IS WATCHING THE RIGHT DATA đš
Everyone is staring at 2.7% CPI and thinking inflation is still a problem.
Thatâs old news.
đ Real-time inflation is already ~1.56%.
Hereâs the disconnect đ
âą BLS CPI: backward-looking, delayed
âą Truflation: real-time price data
Today:
đ BLS CPI: 2.7%
đ Truflation: ~1.56%
That gap matters â a lot.
This has happened before.
In 2021, Truflation warned inflation was surging months before CPI exploded to 8%.
The Fed reacted late. Markets moved early.
Now itâs happening in reverse.
đ» Inflation is falling fast
đ» ISM < 50
đ» Bankruptcies rising
đ» Growth slowing
That combo forces central banks to ease.
đĄ Translation:
âą Rate cuts
âą Liquidity injections
âą Market support
2026 is shaping up to be an easing year.
By the time CPI âconfirmsâ this, the Fed will already be behind again.
đ Markets move on forward-looking reality.
đŠ The Fed moves on backward-looking data.
And this is exactly why Trump keeps pressuring the Fed to cut:
If real inflation is ~1.6%, policy is already too tight.
This isnât politics.
Itâs timing.
â ïž The inflation fight is basically over â most just havenât realized it yet.
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