ベーカー・ドネルソンのリー・スミス氏「顧客の多くは中国を唯一の供給国としてしまうことに懸念を抱いている」
A key driver of the westward movement was the availability of water, and this boosted population growth in California, and in several other states like Arizona, and Nevada.
The key driver of the southward movement was Air Conditioning! AC has made the Southern States and D.C. more habitable year-round (Arizona and Nevada benefited from both additional water supply and AC).
The BLS noted this morning: "The index for shelter was by far the largest contributor to the monthly all items increase, accounting for over 90 percent of the increase, with the index for motor vehicle insurance also contributing."
Overall, trend is down even if headline y/y is ticks up slightly.
米・長期金利、４．１１%に上昇。
https://jp.wsj.com/market-data/quotes/bond/BX/TMUBMUSD10Y
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