@officialmatsimmons: September CPI: 3.7% (up from 3.4%). Core: 2.6% (up from 2.4%). The story isn't the headline. It's energy. → Gas +9% in one month, +34% YoY → Diesel ~$6.30/gal → Iran war + tariffs + AI buildout keeping pressure on What it means: Business owners: input costs aren't done rising. Protect margins. Real estate: don't underwrite hoping for rate cuts. Price the deal at today's capital. Private capital: when banks go cautious, dry powder wins. Don't read CPI for politics. Ask one question: is money getting cheaper or more expensive? Right now? More expensive.

Mat Simmons

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Region: US

Wednesday 14 October 2026 15:57:47 GMT