X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2026-05-12 12:53
The government’s CPI measurement just came in at 3.8%This has been largely driven by higher energy prices, but the most important question is whether these increased levels will be sustainable or not?There are structural deflationary forces swallowing the US economy from tariffs, deportations, artificial intelligence, and robotics. These are offsetting some, but not all, of the impact from higher energy prices.If energy prices have found a new equilibrium at these higher levels, inflation will be persistent ...