US CPI/PPI

US CPI/PPI
Tuesday, July 14, 2020
As in 2008-2009, energy dominates CPI and clouds the real dynamics. If you take energy out, CPI only fell in March and April, and has risen in May and June -- it's now at all-time highs.
US CPI/PPI
Wednesday, June 10, 2020
Subtle signs that we've hit bottom. Seemingly still deflation everywhere, but CPI ex-energy was actually up in May.
US CPI/PPI
Tuesday, May 12, 2020
Big shocker (not!) -- deflation everywhere but food and healthcare. With this Data Insight, we’re getting a jump on the NBER by adding "recession bars," with the business cycle peak in February.
US CPI/PPI
Friday, April 10, 2020
It's official. Deflation is everywhere and always a Covid-2019 phenomenon.
US CPI/PPI
Wednesday, March 11, 2020
Headline down, core up. But the Fed isn't even going to look at this data next week.
US CPI/PPI
Thursday, February 13, 2020
A big month for energy pushes up the headline, but core falls -- and just wait until next month when $50 oil gets priced in.
US CPI/PPI
Tuesday, January 14, 2020
Core CPI drifts lower again. If it weren't for OER, it couldn't even make 1.75%.
US CPI/PPI
Wednesday, December 11, 2019
An uptick, but this isn't the Fed's target. Core PCE still substandard.
US CPI/PPI
Wednesday, November 13, 2019
A big drop in "owners' equivalent rent" drives an unexpectedly soft month for inflation.
US CPI/PPI
Thursday, October 10, 2019
Health care and OER are the only stand-outs for September CPI -- other than that, very dove-friendly.

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