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Danny Dayan

@DannyDayan5

Published: March 12, 2025
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Cooler CPI driven entirely by airfares, but markets should like this. Also of note, MBS apps +31% in 2 weeks, refis +59%, and finally a 7% bounce in purchase apps. Housing responding to these rates a good sign. If admin is quiet, FCI loop lives again.

Image in tweet by Danny Dayan
Image in tweet by Danny Dayan

Without the sharp move in airfares, we'd be looking at 0.4 both headline and core. Goods positive 2nd month in a row, before tariffs. Bond market recognizes this.

Image in tweet by Danny Dayan

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