Subscriber CF pinged me about my thoughts about what might be the fallout (or lack thereof) if inflation numbers (actually, the numbers on inflation's "effects") come in higher than the…
The February CPI Inflation Rate continues the disinflationary trend, but... There always seems to be a "but", doesn't there? You can click the MSM's graphic to read the details about…
SPX Head & Shoulders pattern negated, at least temporarily In what may be the least surprising market move of 2025, the SPX Head & Shoulders pattern has reclaimed the neckline…
Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
March CPI was not a surprise and markets' reactions to it are not so surprising either. Markets - especially those areas that became overbought recently - are pulling back with…
What the public thinks is "inflation", CPI, rose more than expected Here is the table of components of the March CPI report. You can click it to read the whole…
A little discussion about this thing we call "inflation" after the January CPI report A vast majority of people see inflation as rising prices, wages and 'pushed' costs within the…
January CPI ticks up .3%, market reacting predictably in full submission to the great and powerful Fed of Oz Click image, get the news, hot off the presses! We have…
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
The US Dollar made a lower low on Wednesday as the June CPI continued the disinflationary trend How long will he tilt at the inflationary windmill? A hawkish Fed has…
The deceleration in backward looking inflation signals continues, to little surprise. We have been managing a Goldilocks macro (inflation not too hot, not too cold) and that is where we…
Inflation is cooling, as measured by the CPI Surprised that inflation is cooling? Not if you've been reading this website or more intensely, NFTRH Premium over the last year. Inflation…
Here is the January CPI report, hot off the press (+.5%) [edit] To me it's a nothingburger with respect to the trends, which would be expected to be lumpy. But…
December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…