CPI helps but core services still pushing up inflation. Fed looks at PCE. Encouraging but not enough to shift Fed narrative. Economy still strong, fiscal stimulus ongoing, inflation well above 2% target. Fed lacks real impetus to act.

Dollar has been falling after decade-long rally. Seeing diversification away from US. Investors moving to other markets with more potential. Good environment for emerging markets when dollar down, Fed easing, global growth. Policy challenges - president favors weaker dollar, geopolitical risks open door to softer dollar.

30-year auction well-bid signals people looking for duration. US Treasury still viewed as safe haven in tumultuous world. Terror uncertainty dying down encouraged buying.

Data doesn't show huge movement. Might be political signaling rather than actual policy.

Follow technicals to understand sentiment and trends. Divergence from expected direction makes me reassess.

Worried about integrity due to personnel and funding cutbacks. Can't make good decisions without good data.