Limited consensus / transitional environment — prioritize risk management over conviction.
Headline and core CPI are both correct — and neither contains some of the largest climate-exposed costs in a real household budget. Reweight the basket and watch the official number move.
One month's gap is a curiosity; a decade's is a bill. Compound the same reweighted baskets since 2016 and see how far a real household's costs have drifted from the official line.
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Get StrikelineAs of Oct 16, 2026 8:02 PM UTC · Strikeline market analysis · Informational only, not investment advice.