Good morning / afternoon / evening (please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note… First a quick look back in the rear-view mirror...as the day/week/month and quarter comes TO a close AND the wait for HIMCOs latest quarterly begins …
Dudley's 4.5% call seems Logical....
I have a HARD TIME seeing Federal Gov't Spending decreasing, any time soon.
Wage Growth may moderate, but very slowly
Inflation Y/E 2023.....4%
Inflation Y/E 2024.....3.3%
Inflation Y/E 2025.....2.5%