top of page


CitizenAnalyst
Jan 15
Dec. '24 CPI Report: Very Encouraging Finish to the Year
December's CPI release was a very encouraging report, and a big sigh of relief at the same time.


CitizenAnalyst
Jan 9
2025 Shelter Costs Outlook: The Good Situation No One Wants to Talk About
What's the outlook for shelter inflation in the coming year?


CitizenAnalyst
Jan 3
Are Wages, Salaries and Incomes Keeping Up with Inflation?
Yes, wages, salaries and incomes are keeping up with inflation, and yes, you are better off today than at almost any other time.


CitizenAnalyst
Dec 11, 2024
Progress on Inflation has Stalled Alright...at just about 2%.
Articles have started to accumulate that progress on inflation has "stalled out." See here , here , here and here for just a few...


CitizenAnalyst
Dec 4, 2024
Beer, Goldilocks, and Our Twisted Logic on Trade
The supply chains of most businesses run trade deficits with each other. Why do we care about national "macro" trade deficits then?


CitizenAnalyst
Oct 10, 2024
Sept. '24 CPI: Not a Great Report, But is it Noise or a Narrative Change?
My sense is the former, but let's go through the details. Sept. headline CPI increased 0.2% (including food and energy) while core prices...


CitizenAnalyst
Oct 3, 2024
A Labor Market Monopoly? A Closer Look at the Longshoremen Strike
Even a brief look at this situation forces you to ask an important question: should labor unions be exempt from anti-trust and "monopoly"...


CitizenAnalyst
Oct 1, 2024
Who's Paying "Their Fair Share" of Taxes? The Answers May Surprise You.
In most election years, you often see and hear Democrats discussing the concept of who pays what in income taxes. It's (very) often...


CitizenAnalyst
Sep 11, 2024
Aug. CPI: Gimme Shelter
August CPI increased 0.2% and 0.3% on a headline and core basis, respectively, month-over-month (and seasonally adjusted). This was...


CitizenAnalyst
Aug 17, 2024
Why Don't Economists Listen to the Stock Market?
One thing that has always frustrated (but also fascinated) me throughout my investing career is how dismissive economists are about...


CitizenAnalyst
Aug 14, 2024
July '24 CPI: Another very encouraging inflation report. What are we waiting for?
July CPI provides "more data" that the Fed has asked for to confirm that inflation "is on the way back down to 2%." We're at 2% now ,...


CitizenAnalyst
Jul 11, 2024
June CPI: It's Time to Cut Interest Rates
We got another outstanding inflation report for June this morning. Let's go through it. Core CPI for the month increased 0.1%...


CitizenAnalyst
Jun 12, 2024
May CPI: The Best Inflation Report of the Year (Again)
I know, I said this last month. But this month was not only the best inflation report of the year, but probably since the depths of...


CitizenAnalyst
May 15, 2024
April CPI: Best Inflation Report of 2024
April's CPI report was the best report we've gotten so far this year. While it's only one report, there's reasons to be encouraged.


CitizenAnalyst
Apr 10, 2024
March '24 CPI: Way Better Than It Looks
You're likely going to hear about how we got another bad inflation report this morning, but for the first time in several months, things...


CitizenAnalyst
Mar 12, 2024
Feb '24 CPI: Another Worrisome Release
February 2024 CPI again came in hot, though economists and market participants were a little more prepared for that this month than in...


CitizenAnalyst
Feb 13, 2024
Jan. '24 CPI: One of the Worst Inflation Reports in a While
January's CPI release was the most disappointing inflation report we've gotten in at least a year, and while it's only one month of hot...


CitizenAnalyst
Jan 12, 2024
Dec. CPI: How long...will this keep goin' on?
December CPI came in at 0.3% month-over-month, seasonally adjusted, both on the headline (which includes food and energy prices) and core...


CitizenAnalyst
Dec 12, 2023
Nov. CPI: A Step in the Right Direction, or Stuck in the Elevator Down?
November's CPI came in about as expected, with headline prices increasing by 0.1% month-over-month (seasonally adjusted) and core prices...


CitizenAnalyst
Nov 14, 2023
Oct CPI: Last Month We Took An "L" But Today We Bounced Back
October headline CPI came in better than expected: flat month-over-month, with core CPI coming in at +0.2% (both seasonally adjusted). ...
bottom of page