Spooky Macro Season - Sunday Roundup, October 15, 2023

This week’s consumer inflation report received the memo we’re still weeks away from Halloween and decided against completely frightening market participants, or as Principal Asset Management’s Seema Shaw wrote, “[Thursday’s] consumer-price index print is ‘reassuringly uneventful’, after the shock and awe of last week’s jobs report.” Inflation has increased 0.4% on the month and 3.7%