Rich Diaz
π€ SpeakerAppearances Over Time
Podcast Appearances
The U.S.
just has better growth numbers for various different reasons.
And you're seeing core actually start to tick higher.
So those are the differences.
But yeah, that's it, Keith.
That's for me.
There's an interesting... Keith, go ahead.
And the reason just, I think, both, again, we talked about energy and food.
Um, but also if you look at, and the reason I think it's going to go higher and up, but it's just, it's, it's being priced in.
Like, I think none of this is surprising anybody.
I know, you know, you mentioned the four being a psychological barrier, which I think is a hundred percent true.
But if you look at like all the models, like whether you look ISM services, PMI prices paid goods prices paid, um, you know, just across the board, it's just suggesting that inflation is going higher.
And I think that I continue to believe it's going to happen in Canada too.
There's just one tiny thing I thought was really interesting.
And the reason everyone seems to be feeling a little bit of pain across the board is because it's true.
Everyone...
feeling it.
I have thousands of charts, obviously, because I have no friends.
Tens of thousands, Rich.
One of my charts is global asset returns month to date.