@zinscapital: US inflation slowed. The two-year yield jumped. Why? CPI still came in hotter than the market expected, and core rose 0.3% even after stripping out shelter. Our ZINSCAPITAL nowcast was too low at 0.22%. I still think the Fed goes 25 bps in December, but payrolls come before the decision and the next CPI lands the day after. If payrolls come in hot, are you still calling 25 or does 50 come into play? #CPI #Inflation #FederalReserve #MacroTrading #ZINSCAPITAL

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Tuesday 10 November 2026 18:00:43 GMT