public Inflation • 1 min read CPI Tends To Overstate Inflation Relative To PCED August's CPI unnerved the stock market because its core inflation rate was higher than expected. August's…
paid Inflation • 1 min read Inflation Shocks The Markets August's CPI report shocked the financial markets. It was widely expected to confirm that inflation peaked around June…
public Inflation • 1 min read Inflation Expectations Falling Fast Along With Pump Price We believe that it is the pump price of gasoline prominently posted daily at every service station in America that…
public Economic Survey • 1 min read Divine Disinflation In NM-PMI Survey Investors are rooting for "divine disinflation." We all want inflation to come down without a painful recession. We…
paid US Economy • 1 min read Peak Freight Rates As US Keeps On Trucking? US freight rates increased 28% y/y during July, but declined almost 2% m/m. That's according to…
paid Fed • 1 min read Fed Wants To See Fewer Help Wanted Signs The S&P 500 fell just below its 50-day moving average today partly because the labor market remains hot.…
public Autos • 1 min read August's CPI Likely to Confirm Inflation Peaking August's CPI report will be released on September 13. It is likely to show that inflation is continuing…
public Fed • 1 min read Powell's Fugetaboutit Speech Fed Chair Jerome Powell did pivot on Friday morning at Jackson Hole in his 8-minute speech on the outlook for…
public Economic Survey • 1 min read NY & Philly Surveys: Weakening Business & Prices We now have two of the five regional business surveys conducted during August by the Federal Reserve district banks of…
public Inflation • 1 min read Watching The Pump Price Everyone who drives a car or rides in one knows the price of gasoline on a daily basis. The sharp…
public Inflation • 1 min read Hooray: Inflation Cooled Off In July! July's headline and core CPI inflation rates were lower than expected at 0.0% and 0.3% (table…
public Inflation • 1 min read Mixed Inflation Indicators Today we learned that July's survey of small business owners showed that inflation might have peaked. On the…