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Will Rate Cuts Continue Unless Inflation Behaves Badly?
Today's CPI report for November matched expectations. The CME FedWatch tool shows 95% odds that the FOMC will…
CPI
17 posts
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Supercomputers vs Supercore Inflation
The stock market appeared calm ahead of tomorrow's November CPI report, which is likely to show that supercore…
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The Economic Week Ahead: December 9-13
The economic week ahead is chockful of inflation updates. We're expecting stickier inflation readings that should ruffle the…
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The Economic Week Ahead: November 11-15
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October,…
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Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
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CPI Triggered Stock Market Hissy Fit
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
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The Economic Week Ahead: September 9-13
This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front,…
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Are Grocery Stores Price Gouging?
Today, Target CEO Brian Cornell said that there's no room for price gouging in a super competitive business…
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The Economic Week Ahead: August 12-16
The week ahead is packed with economic reports. In addition, more Fed talking heads are likely to opine on last…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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The Week Ahead: May 13 - 17
The week ahead is jampacked with economic indicator releases. The big ones are for inflation, retail sales, and production. They…
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The Last Mile
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
