inflation is becoming the narrative in focus again

Attention on the inflation narrative just jumped 4 ranks in a week. Sitting at #3 now, 93rd percentile over the past year.

What's interesting is the emotion mix underneath it. Optimism z-score at -1.76, hope at -0.95, greed at -0.82. Confidence is up slightly (+0.48) but fear (+0.40) and panic (+0.34) are quietly building. Basically the market is paying attention again but it's not panicking yet. That gap is usually where the interesting stuff happens.

Feels like the setup nobody wants to acknowledge. CPI prints have been "fine" enough to keep the fed pivot crowd hopeful, but the chatter is shifting. Stagflation talk hasn't fully arrived but is also rising

Been tracking this and the rotation back to inflation as a top-tier narrative is one of the cleaner moves I've seen in a few weeks.