CitizenAnalyst
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...
top of page
CitizenAnalyst
Oct 3
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
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
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
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
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
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
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
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
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
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
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
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). ...
CitizenAnalyst
Sep 13, 2023
August CPI: A Miss, But with a Caveat
August CPI came in slightly hotter than expected, with the Core CPI increasing at 0.28% month-over-month, compared to expectations for...
CitizenAnalyst
Aug 10, 2023
July CPI: Just what we needed
July CPI was a continuation of what we saw in June, where prices across categories increased at rates much more in-line with pre-pandemic...
CitizenAnalyst
Jul 13, 2023
June CPI: If this isn't enough for the Fed, it's not clear what will be
June CPI was the most encouraging CPI report we’ve seen in a long time (at least since Aug. 2021), with both headline and core inflation...
CitizenAnalyst
Jun 13, 2023
May CPI: Further Evidence of Progress with More Likely on the Way
May CPI was similar to April's in that it came in in-line, but the underlying details were more encouraging. May Headline CPI increased...
CitizenAnalyst
May 11, 2023
April CPI: Sneaky Good and Enough to Keep a Fed Pause in June on Track
April CPI results yesterday morning were in-line at first glance, but peeling back the layers of the onion, underlying results were much...
bottom of page