Market rents are decelerating, which means CPI-measured rents – and with them, core and headline CPI – should ultimately decelerate as well, with a lag. But is this deceleration due to the Fed’s actions? Or is it because job growth is slowing down...
Not out of the woods yet on upside risks to monthly core CPI inflation: The forecasting consensus has shifted down from its 0.5% expectation for core CPI...
As Congress considers a year-end spending bill, it faces a decision that will have a meaningful effect on inflation: whether or not to extend across-the-board Medicare reimbursement rates.
Headline CPI: Modest upside risk vs. forecasting consensus * Consensus: 0.6% month-over-month, 7.9% year-over-year * Gasoline prices did not play a major role in October, with only a...
September headline CPI inflation will likely come in near the consensus forecast of 0.2% as gyrations in commodity markets slow. In our view, upside risks weigh more...
