Feb 11, 2023 2 min read

January's CPI Is Coming. Run For The Hills?

January's CPI Is Coming. Run For The Hills?

The big event this week will be January's CPI release on Tuesday. Bond yields rose and stock prices fell last week as investors started anticipating a bad print. The Cleveland Fed provides a daily model-based Inflation Nowcast. On February 10, it showed the headline and core indexes increasing 0.65% and 0.46% last month. These are high compared to the MarketWatch consensus of 0.4% and 0.3%.

December's readings were 0.1% and 0.4%, which were revised by BLS on Friday from -0.1% and o.3%. October and November were also revised higher. These revisions were attributable to new seasonal adjustment factors. So the y/y comparisons remained the same.

The MarketWatch consensus for January's y/y headline and core CPI are 6.2% and 5.4%, which would confirm the moderating trend in inflation compared to December's 6.5% and 5.7%.

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