Investors should anticipate rising inflation in March as the impact of the war in the Middle East and surging energy prices is felt in the economy. … READ MORE >
U.S. consumer price index
Market Minute: War, oil and inflation swaps
With oil exceeding $100 a barrel over the weekend, it won’t be until the March CPI report is released in April that the impact of the conflict will become clear. … READ MORE >
Inflation cooled in January, but don’t declare victory yet
Underneath the modest headline number, one can observe notable turn-of-the-year price increases in goods sensitive to tariffs and services. … READ MORE >
Market Minute: Affordability, inflation and turn-of-year pricing
The big takeaway from the CPI report will be how many businesses used the turn of the year to raise prices, as they often do, and how many firms decided to pass along tariff costs. … READ MORE >
CPI remains 2.7% as noise in the data persists
Inflation increased by 2.7% on an annual basis in December, bringing to close a year of noise in the data. … READ MORE >
Dude, that was one flawed CPI report
Growth in inflation eased to a 2.7% pace overall, and to 2.6% excluding food or energy. Because of an inability to retroactively collect the October data, it is difficult to precisely identify why top-line inflation slowed. … READ MORE >
Market Minute: Expect November CPI to show 0.3% monthly increase
We expect both the top-line and core readings of the consumer price index to rise by 3% rise from a year ago when the data is released Thursday. … READ MORE >
U.S. September CPI: A perfect K-shaped economic report
The September CPI data gives cover to the Fed to cut rates on Oct. 29 and in December as inflation eased a bit on a monthly basis, to 0.3%, and ticked up on an annual basis to 3%. … READ MORE >
Stagflation is the story in August CPI as discretionary service prices surge
Demand for discretionary services remains stubbornly strong despite a slower pace of hiring and a softer pace of wage growth. … READ MORE >
In the July CPI, the temperature is rising in the core
The U.S. consumer price index in July saw a meaningful increase, driven by sticky service sector pricing and tariff-induced price increases, which are all over the report. … READ MORE >