Most notably, inflation expectations worsened, with the 12-month gauge advancing to 4.9% and the five-to-10 metric increasing to 3.9%. … READ MORE >
U.S. inflation
Quantum of solace: Inflation cools ahead of tariff-induced price increases
Service inflation and rents, though, are still advancing a well above 4%, which in conjunction with slowing growth does not bode well for the economy … READ MORE >
Market minute: Risk of stagnation, stagflation and slower growth
Despite the trading community pricing in three rate cuts this year, employment, wage and inflation data imply a Fed that may be reluctant to reduce rates into an economy that is slowing amid sticky inflation. … READ MORE >
Market minute: Goods deflation, food inflation and a lack of exemptions
Consumers face the possibility of double-digit increases in many grocery items given the quantity of fruit and vegetables imported from those two countries. … READ MORE >
Market minute: Is the fight against PCE inflation like waiting for Godot?
The January PCE inflation report, to be released Friday, will most likely show a 0.3% top-line increase on the month and a 2.5% increase from one year ago. … READ MORE >
Market minute: Rebar prices and dying disinflation
Economists have stepped up their research to ascertain if disinflation has ended and how that affects the risk matrix around the economy. … READ MORE >
Producer inflation topped forecasts in January, led by food and energy prices
The producer price index rose by 0.4% in January, following an upwardly revised 0.5% increase in December, making it the hottest two-month stretch of inflation since February last year. … READ MORE >
Inflation accelerates in January amid concerns about rising expectations
The CPI data for January will feed into expectations that the Fed is done cutting rates just as policy uncertainty on trade and immigration is likely to feed into rising inflation expectations.
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Market minute: The problem of sticky and stubborn inflation
While housing inflation is easing, owners’ equivalent rent remains one of the two major catalysts for rising cost pressures on American households. … READ MORE >
U.S. households show robust gains on spending and income
Robust income and spending gains continue to underscore a strong economy that is benefiting not only from real income gains but also from rising equity and home prices. … READ MORE >