#USAugust1YInflationExpectations4.3%
💥U.S. 1-Year Inflation Expectations: 4.3%
🔥According to the University of Michigan Surveys of Consumers:
• 1-year expectation: rose to 4.3% in early August from 4.2% in July
• 5-year expectation: unchanged at 3.3%
• Consumer Sentiment Index: dropped to 51.0 in August from 55.2 in July, ending two months of improvement
Context:
🔥This is the Michigan measure - what households say they expect. It's different from:
• NY Fed Survey (SCE): tracks median expectations around 3.1-3.6% for 1-year in recent months
• Market-based swaps: 1-year inflation-linked swaps have been tracking closer to 3.4-3.6%
Why it matters: The Fed watches 1-year expectations closely. When it rises even 0.1pp like this, combined with falling sentiment, it signals households are worried about higher goods prices - in August reports, analysts linked it to concerns about import tariffs.
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#USAugust1YInflationExpectations4.3% #Dusk. #genius #NewToken
💥U.S. 1-Year Inflation Expectations: 4.3%
🔥According to the University of Michigan Surveys of Consumers:
• 1-year expectation: rose to 4.3% in early August from 4.2% in July
• 5-year expectation: unchanged at 3.3%
• Consumer Sentiment Index: dropped to 51.0 in August from 55.2 in July, ending two months of improvement
Context:
🔥This is the Michigan measure - what households say they expect. It's different from:
• NY Fed Survey (SCE): tracks median expectations around 3.1-3.6% for 1-year in recent months
• Market-based swaps: 1-year inflation-linked swaps have been tracking closer to 3.4-3.6%
Why it matters: The Fed watches 1-year expectations closely. When it rises even 0.1pp like this, combined with falling sentiment, it signals households are worried about higher goods prices - in August reports, analysts linked it to concerns about import tariffs.
$BTC $AAPL.US $GENIUS
#USAugust1YInflationExpectations4.3% #Dusk. #genius #NewToken