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The discussion emphasizes the importance of focusing on realistic indicators within the current economic climate. Analysts react to a higher-than-expected CPI print, noting that expectations for a Federal Reserve rate cut are diminishing rapidly. The yield curve is inverting, with short-term yields rising more than long-term ones, leading to questions about the Fed's commitment to neutrality. Concerns about shelter costs persist, as recent employment data shows significant wage increases in travel, leisure, and healthcare sectors. Additionally, rising oil prices are attributed to geopolitical tensions. Overall, there’s a sense of urgency to stay grounded amid fluctuating economic signals.