Latest ideas and analyses related to inflation

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US Macro , Global Macro

+11 pts



Why House Prices Don't Always Matter for Inflation Measures

By mooreideas on Sept. 26, 2022, 11:49 a.m.
Tagged topics: inflation , housing downturn

Views: 3, Votes: 2, Responses: 0, Attachments: 1
US Macro

+15 pts



The GS trimmed core CPI is still on a relentless rising trajectory. At the same time, as the labor participation rate ticks up, the wage...

By marschenntdeb729bd97b0413b on Sept. 21, 2022, 7:25 p.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+1 pts



Thanks! This is a really interesting analysis....

By ayesha on Sept. 21, 2022, 12:44 a.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+28 pts



US Trimmed Core Inflation Is Much Higher for CPI Than PCE

By ethonomics on Sept. 20, 2022, 2:37 p.m.
Tagged topics: inflation

Views: 20, Votes: 5, Responses: 2, Attachments: 1
SPY

+13 pts



The S&P 500: There Will Be Blood

By beat_the_street on Sept. 19, 2022, 12:49 a.m.
Tagged topics: inflation

Views: 9, Votes: 1, Responses: 0, Attachments: 0
AMZN

+15 pts



Amazon: Don't Be Greedy Yet

By beat_the_street on Sept. 15, 2022, 4:14 p.m.
Tagged topics: inflation

Views: 12, Votes: 3, Responses: 0, Attachments: 0
US Macro

+16 pts



CPI Preview: Negative

By mooreideas on Sept. 12, 2022, 11:26 a.m.
Tagged topics: inflation

Views: 37, Votes: 4, Responses: 0, Attachments: 1
Mexico

+17 pts



2H/August CPI: Pressures Remain

By mooreideas on Sept. 9, 2022, 1:25 p.m.
Tagged topics: inflation

Views: 16, Votes: 5, Responses: 0, Attachments: 1
US Macro

+12 pts



Jobs Report: We Don't Need Job Losses To Rein In Inflation

By beat_the_street on Sept. 3, 2022, 8:10 a.m.
Tagged topics: inflation

Views: 15, Votes: 3, Responses: 0, Attachments: 0
US Macro

+15 pts



Commodity prices are down 15% from their June average (S&P GSCI spot), and intermediate goods prices and consumer import prices are starting to fall as...

By Melyche on Aug. 20, 2022, 10:30 a.m.
Tagged topics: inflation

Views: 3, Votes: 1, Responses: 0, Attachments: 0
US Macro

+1 pts



Things in the report are valuable thank you...

By Melyche on Aug. 20, 2022, 10:27 a.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+5 pts



The power shortage in Sichuan in China is disrupting car production in Shanghai. The outage have hit output at Tesla's Gaga factory and China largest...

By marschenntdeb729bd97b0413b on Aug. 20, 2022, 8:13 a.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+33 pts



When Will Lower Input Costs Reduce Core Goods Inflation?

By ethonomics on Aug. 19, 2022, 4:37 p.m.
Tagged topics: inflation

Views: 29, Votes: 3, Responses: 3, Attachments: 1
Global Macro

+14 pts



Tail risks diminishing post-CPI

By realjoe on Aug. 19, 2022, 4:23 p.m.
Tagged topics: inflation , cross-asset allocation

Views: 20, Votes: 5, Responses: 0, Attachments: 1
US Macro

+10 pts



The supply of labor actually decline after the pandemic (i.e., pull forward early retirement). This factor weakens the relation between recession and labor market slack....

By ntanminchen on Aug. 16, 2022, 1:44 a.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Emerging Markets

+35 pts



Inflation to Peak Soon, But Remain Higher for Longer

By ethonomics on Aug. 15, 2022, 3:33 p.m.
Tagged topics: inflation

Views: 20, Votes: 4, Responses: 0, Attachments: 1
US Macro

+40 pts



Taming Inflation Without a Recession: A Progress Report

By ethonomics on Aug. 15, 2022, 3:32 p.m.
Tagged topics: inflation

Views: 34, Votes: 5, Responses: 1, Attachments: 1
US Macro

+10 pts



Even though July head CPI is cooler than expected. But the shelter (owners' equivalent rent) are still elevated (i.e., +0.7% MoM). As Jerome Powell mentioned...

By marschenntdeb729bd97b0413b on Aug. 10, 2022, 6:50 p.m.
Tagged topics: inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+39 pts



Core CPI Inflation Finally Slows

By ethonomics on Aug. 10, 2022, 4:27 p.m.
Tagged topics: inflation

Views: 33, Votes: 2, Responses: 1, Attachments: 1
Oil and Gas

+36 pts



Record FCF Amid Rising Inflation - 2Q Takeaways

By mooreideas on Aug. 10, 2022, 12:25 p.m.
Tagged topics: inflation , FCF strength

Views: 33, Votes: 5, Responses: 0, Attachments: 1