Core CPI was unchanged in June as many other categories in the inflation report also showed falling prices, including used cars, education, apparel and commodities. … READ MORE >
U.S. consumer price index
Inflation outpaced wage growth in May as CPI rose by 4.2%
Inflation in May pushed past 4% for the first time in more than three years because of rising energy, gasoline, transportation and airfare costs. … READ MORE >
Market Minute: Supply shock, CPI and falling real wages
Our forecast for the May consumer price index implies an increase of 0.5% on the month and 4.2% from a year ago, along with a decline in real wages of 0.8% over the past 12 months … READ MORE >
Market Minute: Diesel, trucking, food prices and inflation
Businesses and households should anticipate a sustained increase in food costs as higher fuel and transportation prices are passed along. … READ MORE >
Stagflation lite sets in as inflation surges in April
The consumer piece index rose at an annual rate of 3.8% in April, driven by the war in Iran and the supply shock that it triggered. … READ MORE >
Market Minute: Inflation swaps are underpricing risk of rising CPI
We expect April’s top-line CPI to increase by 0.7% on the month and by 3.7% from one year ago. … READ MORE >
March CPI: Patience and pain are the policy pathway
The consumer price index increased by 0.9% in March and by 3.3% compared to a year ago as the energy shock began to be felt in the American economy. … READ MORE >
February CPI report: Beware the Ides of March
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 >
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 >