3 ms·
I fee like you're moving the goal post by saying that the well defined metric is not representative of your vision of inflation. unfortunately every person has
by matthewaveryusa 4y ago
I fee like you're moving the goal post by saying that the well defined metric is not representative of your vision of inflation. unfortunately every person has a different vision and exposture to inflation: folks that rent are going to be affected by rent inflation while home owners won't -- how do you resolve that? well you slice and dice it and dig in. If you think the way you're looking at it has more value than the more general cpi number, then you can engage in arbitrage and make money by taking concrete action in the market (long food commodities/grocery stores short REITs or something.)
Perhaps your angle is more in the vein of Goodhart's law, in which case I'm not sure what kind of market moves one would make with that information.