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Cents and Sensibility: the Inflation Guy Podcast

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Is inflation broadening and deepening, or not? And is the apparent broadening and deepening of economic growth causing, or can it cause, more pain on the inflation front? Diffusion indices may not be telling the true story of what is actually diffusing.

Also, a loaf of bread is not a hammer. In case you were curious.

 

NOTES

Adam Savage: “Ever...


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It's hard to believe we waited two months for that. The Inflation Guy pulls no punches here. Although he is a serious defender of the Bureau of Labor Statistics' CPI team, he did not mince words in talking about today's report. But it's still data, and the IG tells you what it means.

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (No...


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This CPI report is potentially unusual and extra-valuable since there is a chance there won't be a CPI released next month. It's a good thing, then, that the current data was a little softer-than-expected since that helps to lock in Fed eases (although the Fed doesn't really care about the exact level of inflation any more as long as it isn't clearly headed high...


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