Darius addresses whether the latest U.S. inflation data could destabilize asset markets. While February CPI delivered mixed signals across key components, the data largely predate the recent energy price shock. Darius explains why inflation may appear volatile in the near term but is still likely to resume its broader disinflationary trend driven by housing and labor dynamics. He also breaks down what the latest small business and consumer surveys reveal about growth, inflation, and the evolving labor market.
