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IT’S CRACKING: THE REAL REASON PRICES STAY HIGH

While world leaders flexed in Davos, markets quietly did something far more important—they ripped higher on real data.This week’s inflation panic misses the point. GDP revisions were backward-looking noise. The real signal came from consumption, PCE inflation, and what isn’t accelerating beneath the surface.Yes, prices are high. No, inflation isn’t running away. And no—higher interest rates won’t magically rewind prices to 2019 without breaking the economy in the process.This episode breaks down:• Why consumption still matters more than headlines• What PCE inflation is actually saying• Why…

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